Have your retirement plans changed lately? Do you know how much money you'll have available to spend each month in retirement? Are you considering a part time job? Have you though about your insurance needs? Edward Jones can help you refine your retirement strategy, taking an in depth look at your complete financial situation. By looking at the big picture now, we can help you make sure you'll spend retirement on your terms and with as few surprises as possible.
I am Steve Palleschi and I joined Edward Jones in 2009 opening the firms first office in Stratford. In 2015, we relocated our growing business to our present location. I became a limited partner with the firm in 2019 and have held leadership roles in support of growth and hiring.
I live locally with my spouse, Lorrie, and our sons, Spencer and Jordan. Our family is committed to community involvement by volunteering for organizations we are passionate about. I have sat on the City Centre Committee in support of the businesses of Downtown Stratford and I am an active volunteer with Stratford Minor Hockey.
Our branch is committed to delivering personalized service to every family we help. Whether your situation is straight forward or comes with more complex needs, we partner with your accounting and legal professionals ensuring every detail of your account has the responsible professionals oversight. Our team will take the time to understand and document your unique goals and needs and apply our established process to help you reach those goals.
I would like to provide the answers to your questions so you can make informed, financially sound decisions. There is nothing more important to us than knowing what's important to you.
Contact my office today. I want to understand your unique financial picture.
- Socially Conscious Investing
- Business Owner Considerations
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Active Lifestyle
- Fine Dining
- Health & Nutrition
- Outdoor Enthusiast