Steven Liu

As an Edward Jones financial advisor, my job is to help you create a portfolio that is suitable for your financial needs and goals. I believe in the importance of taking the time to understand what you’re working toward before you invest your money.

In 2008, when I first started investing with all the money that I'd saved in high school, the market taught me a good lesson. Therefore, I believe it's also crucial to understand what level of risk you're comfortable with so we can optimize your strategy to reach your financial goals.

Whether you're planning for retirement, saving for down payment on a property, or just trying to protect your financial future, we can work together to reach your goals. Rest assured I will constantly monitor your investments and make any adjustments as needed.

At Edward Jones, we are committed to excellent client service and I am just a phone call away. In addition to the great team in my office, we also have one of the biggest research teams equipped with most advanced technology to update you with the most current and comprehensive guidance. I also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

Working together, I can help you develop a complete, tailored strategy to help you achieve your financial goals.