Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Fort Myers, FL area, James Frash will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Financial Planning, Investment Advising, Insurance Services, Investment Advisory, Long Term Care Insurance, Life Insurance, Commercial and Personal Insurance, Annuities, Medicare, Financial Services, Buy/Sell Agreements, Asset Management, Estate Planning, Business Succession Planning, Salary Continuation Plans, 401(k), IRA, Medical Insurance, Disability Insurance, Simple Plans, Deferred Compensation, Wealth Transfer Planning, Mutual Funds, Stocks, Bonds, Exchange Traded Funds, Unit Investment Trusts, Retirement Planning, College Funding,
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We are an Independent Registered Investment Advisory Firm comprised of an integrated team of financial experts. Through comprehensive financial planning we help individuals and families manage their full financial picture. Our firm has helped individuals and families manage their full financial picture for nearly 40 years. What we offer is not much different than what other financial advisors might be selling: Comprehensive Financial Planning, Investment advice, Asset Management, Insurance Planning, Tax Planning, Estate Planning, Business Solutions Planning, and so on. However, what you may find to be unique - is why we do it. Our team comes in every day and works diligently on your behalf because we have the tools and processes in place to give you and your family a sense of security, by way of financial planning.
