I believe people do what they can to save towards their long-term goals, but are often unsure of how things may look when they get there. I help provide this clarity. I guide people to understand exactly where they stand in relation to their financial goals and partner with them to stay on track. Some questions we address include: How much money do you need to retire? How much can you spend in retirement to ensure your money lasts? Do you have the right amount and type of protection you need for your family if something catastrophic happens to you? Do you have an effective wealth transfer strategy in place?
After discovering Edward Jones on a best place to work listing, I joined the firm in 2003. I am proud to be a limited partner of the best full-service firm in the industry. As we focus on customized strategies, our investment philosophy always centers on the knowledge that diversifying and holding quality investments for the long-term can help reduce risk.
Our branch team is your primary point of contact. Our Branch Office Administrator, Jennifer Somerscales, brings over 12 years of experience and is dedicated to providing you with the highest level of personalized service. Our clients also have the support of thousands of home office associates who help ensure guidance is both current and comprehensive.
We know life is busy, so I am available to meet with you where and when it fits into your schedule. We can chat at the office, or I can come to your home. I offer evening appointments, as well as Saturdays.
On a personal note, I have always been involved in athletics. I ran a marathon in 2004 and have played competitive touch football for more than 20 years. My husband Robert and I have two active children, Sophia and Joseph. When I have spare time, I try to improve my artistic talents through my interest in photography.
Contact me today to learn how we can partner together throughout your life and help you reach your financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Special Needs Financial Considerations
- Estate & Legacy Strategies
My Personal Interests
Phone NumberTheresa Crifo at (416) 488-6662
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