Are We Right for You?

5 qualities you can expect
Understands Me

I want to work with a financial advisor who really gets to know me and my family, our goals and what’s important to us.
Clearly Explains Investing

I’m looking for a financial advisor who will spend time educating me on investment topics and answering my questions.

Knows My Investment Style

I want someone who makes recommendations in my best interest and explains how they can help me make progress toward my goals.

Meets on My Schedule
Meeting with my financial advisor should be convenient. And I want choices – whether that means meeting in person or over the phone.

Stays in Touch

I want my financial advisor to contact me to reassure me that I’m on the right track or make suggestions if I’m not, even if I’m not expecting it.

Edward Jones & You
If these sound like qualities you’re looking for in a financial advisor, Edward Jones might be right for you.

Comments

Leave a Reply