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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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Edward Jones has a phenomenal track record in the industry. We are known for our in depth understanding of each clients unique financial needs. I partner with members of my community to provide my clients with comprehensive financial plans and investment portfolios. Every financial plan is custom built to serve our clients most efficiently.
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Q:
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What is the most common type of project or service your company provides?
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A:
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With the nature of this business being so broad, there are no two identical projects. I take into consideration all of the moving parts before making recommendations. That being said, I deal with the topics of Retirement planning, Education Planning, Estate planning, Insurance planning, Investment planning, and basically anything else a client may need assistance with in the financial realm.
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In what ways is your company environmentally friendly?
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A:
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We strive to do as much of our business either face to face or online so that we can minimize waste.
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Q:
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What would you like your customers to know about your company?
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A:
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We are proficient at what we do. I have received some of the best training in the industry and in College. I also have a very large network of support through Edward Jones which is available to my clients in the form of financial analysis and research.
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