JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.
Our mission is to partner with our clients on all of their financial decisions by providing independent advice, appropriate education and extraordinary service; all delivered with the integrity that holds their financial needs above our own. Through our broker/dealer, LPL Financial, who holds FINRA & SIPC memberships, we offer: stocks, bonds, mutual funds, long term care and life insurance, annuities and much more. We are commission-only advisors so we do not charge extra advisory or management fees. Come visit us online, on Facebook or call us for a no-obligation, free consultation!
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.
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.
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.