At Edward Jones, we start by understanding what's important to you. But understanding how to get started managing your finances can be overwhelming.
As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney, and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help you with your retirement savings so you have more options when you retire, regardless of your plans. We have built our business by treating our clients as we would want to be treated.
In 2009, I joined Edward Jones as a financial advisor and moved into the only branch office in Elmwood Park in 2011. Along with helping clients, I also volunteer within Edward Jones to mentor and train other financial advisors.