As your Edward Jones branch team, we have a passion for helping build and protect your financial future. We believe it's important to invest our time in understanding what goals and aspirations you have before you invest your money.
Our mission is routed in building lasting relationships based on trust, integrity and open communication by working closely with you and your CPA, attorney and other professionals. We take the time to understand what matters most to you and your family for the most appropriate financial strategy.
I can also help with your retirement savings, so you have more choices and confidence in whatever path you take in retirement.
My spouse, Eve, and I have two daughters, Isabella and Adrianna. So, I know the importance of having a long-term financial strategy in place to provide for them now and in the future.
As a branch team, we find it very rewarding to build trusting relationships and help our clients to achieve their financial goals through all stages of their lives. My branch office administrator, Jennifer Koralia, has over 30 years of a customer service background with years of business operations and administrative experience. She can deliver the highest level of service possible. Please don't hesitate to call on her with questions.
We take pride in offering an experience that combines deep financial knowledge with a warm approachable atmosphere. Relationships are key and, in our view, meeting face to face builds strong relationships. And exceptional service begins with genuine care.
Please contact me to discuss your situation. I would like to help provide the answers to your questions, so you can make informed, financially sound decisions.
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