Having been an advisor for over 25 years, I understand that having great ideas and putting together a plan is important, but what's more important is that I'm there beside you, guiding you and ensuring you are taking the steps you need to be successful. As a financial advisor with Edward Jones, I am your partner and your guide. I provide honest and valuable information by placing you and your family's best interests above all else.
I love helping people make the best possible decisions with their finances, especially when those decisions help them protect themselves and their families. Whether you're planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for the most, we will work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I'm dedicated to you and your success.
I proudly hold my Registered Health Underwriter (RHU) and Fraternal Insurance Counselor (FIC) designations, building on my 25 years of experience and knowledge in this industry. Through Edward Jones I am also committed to continued education and obtaining certifications and designations which will help me more deeply serve my clients.
My lovely wife, Gina, and I have been married for 25 years and we have two kids, Noah and Alessia. Three if you count our chocolate lab, Bear. I am a Fourth Degree member of the Knights of Columbus and appreciate the opportunity to give back through service in the community. Outside of the office, I enjoy spending time watching, playing and coaching sports of all kinds, specifically hockey. I also enjoy time at the cottage with my family with late night campfires and lots of stories.
If you are interested in having a conversation and learning more about how I can help you achieve your life goals, call or email today.
- Retirement Income Strategies
- Wealth Protection Strategies
- Business Owner Considerations
- Wealth Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Home Improvement
- Community Outreach
Phone NumberTony J Lambe at (519) 681-5590
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