Investment brokerages in Fort Myers, FL

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. Schedule an appointment today.

Retirement Estate, Financial Planning and Consulting. Hi, I am Richard Brown, managing partner of Brown & Haught Financial. I've been a 7 Series Registered Investment Specialist for over 25 years and my office manages over $250 million for our clients. I also hold Series 24 and 63 security licenses as well as life and variable annuity licenses, allowing me to be licensed in all 50 states. For the last 18 years I have hosted the radio show "All About Money and Investing". On the show I offer the FREE Financial Physical. In the FREE Financial Physical I get to know all about you and your financial situation: your income needs both short term, long term, and also your risk ratio. I will go over your investments and make recommendations if needed: I answer all your financial questions to help you feel secure about your conditions and future decisions.

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.