|About||Edward Jones is a financial-services firm dedicated to serving the needs of individual investers. Member SIPC.|
We serve clients we like, who like us, who value our opinion and take our advice. We strive to make a meaningful, positive impact in our clients' lives. Our goal is to provide exceptional client service in a setting which is professional, personal, and friendly from our office in Rochester, Minnesota.
Please call or stop by my office, or visit www.edwardjones.com for more information.
Our team is passionate about helping serious, long-term investors achieve their financial goals. We do this by knowing our clients and their families, and by understanding what they want, need, and value.
Through an ongoing process, we help refine our clients' financial goals and objectives through their various life stages. By developing this comprehensive, long-term strategy, we can:
-Assess the tolerance for risk at each life stage.
-Document financial goals.
-Track investment results and progress toward these goals.
We provide tailored advice and guidance by conducting regular reviews to stay on track and focus strictly on what we can control.
Accredited Asset Management Specialist®
Chartered Retirement Plans Specialist®
|Products||Advisory Solutions and UMA accounts, Mutual Funds, Stocks, Bonds, ETF's, Annuities, Insurance Products, IRA accounts, Education accounts, Income Managaer accounts, as well as many other quality products and services.|