Are We Right for You?

5 qualities you can expect

Understands Me

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I want to work with a financial advisor who really gets to know me and my family, our goals and what’s important to us.

Clearly Explains Investing

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I’m looking for a financial advisor who will spend time educating me on investment topics and answering my questions.

Knows My Investment Style

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I want someone who makes recommendations in my best interest and explains how they can help me make progress toward my goals.

Meets on My Schedule

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Meeting with my financial advisor should be convenient. And I want choices – whether that means meeting in person or over the phone.

Stays in Touch

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I want my financial advisor to contact me to reassure me that I’m on the right track or make suggestions if I’m not, even if I’m not expecting it.

Edward Jones & You

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If these sound like qualities you’re looking for in a financial advisor, Edward Jones might be right for you.

How we can help

If these sound like qualities you’re looking for in a financial advisor, Edward Jones might be right for you.

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    How we create a financial strategy together

    Learn how we work toward achieving your financial goals in a way that fits your current needs.

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