Closed now
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.
As a retirement specialist who is also a former state corrections officer, Jay brings a unique set of knowledge and insight into helping his clients with the many facets of Medicare and senior planning, including: •Medicare supplements •Medicare Advantage Plans •Retirement planning •Life Insurance •Long-Term Care •Dental and Vision plans Being licensed and staying up-to-date on all aspects of retirement needs, Jay has the depth of experience and knowledge that his clients require to navigate all aspects of Medicare and retirement planning. All of his knowledge and expertise are always at his clients disposal at no cost to them. Jay has spent the last several years of his life helping the public, both as an officer and as a retirement specialist.
Open now
We take a personal approach to what we do. Whether it's someone getting ready to enroll in Medicare for the first time or newly weds getting their first life insurance policy. Every client has different wants & needs so we factor that into our relationship.
We specialize in Health Insurance, Medicare and Retire Savings Solutions. We take the time to fully understand each client's individual situation and then design a solution tailored to their specific needs. Our "Safe-Money" approach to retirement savings allows our clients to overcome the challenges of traditional retirement savings options. This approach can shield the money they've worked so hard for without settling for low interest rates, allowing them to benefit from the upside potential of the markets without worrying about whether the stock market will crash. GROW retirement savings PROTECT retirement savings from downside market risk GUARANTEE lifetime income and future legacy This is perfect for 401(k) rollovers, IRAs, CD alternatives, and any other long-term savings you would like to protect from the volatility of the stock market
