Edward Jones

At Edward Jones Investments, we are a dedicated team who make our clients our first priority. We believe you will greatly enjoy working with a team of professionals that is passionate about understanding what is important to you, all while working to help you build and reach your goals and dreams. We partner with business owners to help the business become more tax efficient and to create value outside of the business for the owners and employees. Our vision is to provide an efficient, knowledgeable, and comforting atmosphere that builds confidence with our clients that is tailored to their goals while deepening our relationships with them. We accomplish this by using our recipe for success: one part leader, three parts advocates, and a strong cup of honesty, integrity, and kindness.

Service Offerings:

• Building your business
  • Attracting & retaining employees
• Creating value outside your business
  • 401(k) plans
  • Custom retirement plans for employees & non-employees
• Plans for tax efficiency 
• Preserving your business
  • Key person disability and life insurance 
  • Deferred compensation
  • Buy-sell agreements
  • Life Insurance Retirement Plans (LIRP)