Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
About Pat Griggs: Pat is the newest addition to Investment Planning Solutions, having joined the founder, Bob Delavan, in July of 2013 and working alongside Bob until his retirement in August of 2016. Although new to Investment Planning Solutions, he isn't new to either the industry or the Grand Valley. As an Investment Adviser Representative with VALIC Financial Advisors, Pat spent seventeen years assisting primarily not-for-profit employers in the health care, education and governmental arenas. Pat has a long history of assisting his clients in developing a clear picture of their financial future in an effort to bring them the confidence in knowing they have a plan, and are working towards it's implementation. Whatever the plan dictates, be it investments, 401K rollovers, IRAs, annuities, retirement planning, life or long term care insurance, Pat stands ready to assist in any area of need.
At Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Grand Junction, CO area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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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.
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Welcome to Merrill Lynch in Grand Junction, CO. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
