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.
We approach financial planning with the idea that the whole picture matters. This holistic approach means we take the time to listen to our client’s goals, worries, and priorities. It means we have the knowledge to create a comprehensive plan for the expected and unexpected adventures of life. Our services include investment management, retirement planning, estate planning, social security planning, wealth management, insurance planning, business planning, tax strategy development, financial education, and decision support. With offices in Okemos and Fenton, Michigan, we have many different client types; retirees, pre-retirees, business owners, families, medical professionals, and more.
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.
Helping individuals, families, and organizations from underserved communities build financial confidence through practical education, judgment-free guidance, and proven strategies for long-term success
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