Financial Advisors
108 Theodore Specht Dr.
Fredericksburg, TX 78624
830.997.4531
Bronze Members
Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with us, you receive:
·1:1 financial advice based on your goals and needs.
·Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
·Regular meetings to review your goals, progress and investments.
·Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future - give us a call to visit and see if working with us makes sense for you.
233 West Main Street
Fredericksburg, TX 78624
830.990.0752
As a financial advisor I spend the majority of my time working to understand what is most important to you. It is only with that understanding that I can efficiently use my established process to help you reach your financial goals, and create an experience of peace and purpose in the process of achieving what is most important to you. I partner with individuals and business leaders on goals including; preparing for retirement, living in retirement, planning for education, estate considerations, planning for the unexpected.
233 West Main Street
Fredericksburg, TX 78624
830.990.0752
627 South Washington Street
Fredericksburg, TX 78624
830.997.9141
1302 North Llano Street
Fredericksburg, TX 78624
830.997.7019
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.