Realizing your Financial Goals are critically important to being able to live the life you want in retirement. It’s important to ask yourself the following questions…
1) Does my current Advisor fully understand my goals?
2) Do I have a plan in place that tracks my progress towards these goals?
3) Does my tolerance for risk match how my Investment Portfolio is allocated?
4) Do I understand the fees I pay, and do I see value for those fees?
If you answered no, or are unsure about the answer to any of these 4 questions you owe it to yourself to interview me, and Edward Jones. Edward Jones was ranked highest in Investor Satisfaction with Full Service Brokerage Firms, Seven Years in a Row," according to the J.D. Power Canadian Full Service Investor Satisfaction Study.
I’ve worked in the Financial Services Industry for over 15 years, and chose to join Edward Jones in 2016 because of their reputation in the Industry. I get to know my clients and what’s most important to them, and then partner with them throughout their life to help them realize their goals. Every decision I make is based on the simple question “What is in the best interest of my client?”
I look forward to hearing from you. Please stop by or give us a call and my Branch Office Administrator, Keara Black, would be happy to schedule a meeting.
Financial Advisor, Edward Jones
*Edward Jones received the highest score in the J.D. Power 2013-2019 Canada Full-Service Investor Satisfaction Studies of investors' satisfaction with their full-service investment firm. Visit jdpower.com/awards
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