How We Work Together
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for education for children or grandchildren, or just trying to protect the financial future of loved ones, we are here to help. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Through it all, we're dedicated to providing you top-notch client service.
Having a young family myself, I understand the pressures of everyday life, which is why we meet when it's convenient for you. Developing strong relationships with my clients is key to helping you grow and protecting your hard earned money for a happy retirement. It is a passion for me to work together with you and our professional partners such as, your lawyer, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise to help achieve your ultimate financial goals.
- Business Owner Considerations
- Divorce Finances
- Intergenerational Planning
- Special Needs Financial Considerations
- Wealth Strategies
- Business Retirement Plans
Phone NumberVincenzo A Petrolo at (905) 264-1334
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