Patrick Berger - Edward Jones

Impact Fiduciary

Patrick Dinan, a Certified Financial Planner (CFP®) practitioner, helps families and professionals get on the path to financial freedom while aligning their values with their money. He is happy to meet with you virtually from the comfort of your own home or office. Common questions and concerns addressed: How should I be investing my money right now? How can I invest my money responsibly and avoid ethically challenged industries such as fossil fuel companies, weapons manufacturers and big tobacco? What should I do with my inheritance or windfall? How much should I be saving for retirement or my kid's college? Which type of account should I use to save money? Should I buy or rent a home? How can I save money on my taxes? How much life insurance should I have? When can I retire? How can I increase my savings? How should I approach estate planning (Wills, Trusts, etc.)?

Edward Jones - Financial Advisor: Patrick D Shellenberg

In these troubling times, we are here to listen, offer support, and work together to navigate the situation. Our concern for you goes beyond just your physical health, but extends to your financial health as well. If you need assistance, please don't hesitate to reach out and see how we can help.Edward Jones - Financial Advisor: Patrick D Shellenberg is an investment firm that believes in achieving your financial goals through face to face conversations. Our team of experienced advisors can provide you with retirement planning, college savings and tax-friendly investing solutions. We are committed to helping you build a secure financial future.

Edward Jones - Financial Advisor: Patrick T Gilbride

In these difficult times, we are here for you and want to help you get through this. We are committed to both your physical and financial wellbeing. If you need assistance, don't hesitate to reach out. At Edward Jones - Financial Advisor: Patrick T Gilbride, we understand the importance of having a face-to-face conversation when it comes to achieving your financial goals. We can help you plan for retirement, save for education, and provide tax-smart investments. Our team is experienced and dedicated to helping you reach all your financial objectives.

Patrick Berger - Edward Jones

In these difficult times, Patrick Berger - Edward Jones is here to support and guide you. We understand the importance of both your physical and financial health and are committed to helping you reach your goals. At Patrick Berger - Edward Jones, we focus on building relationships between our clients and advisors. We provide comprehensive advice tailored to your individual needs, from retirement planning, to saving for college, to becoming a smart investor. Our advisors are dedicated to helping you make the most of your financial future.

Edward Jones - Financial Advisor: Patrick Fleming

These are uncertain times and we understand the importance of both physical and financial health. Our team at Edward Jones - Financial Advisor: Patrick Fleming is here to listen, support and work together with you. We strive to ensure that your financial goals are fulfilled through personalized conversations. We can help you plan for retirement, save for education and make smart tax decisions. As a trusted partner, we are committed to helping you reach your financial goals.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Martens & Company, Cpa, LLP

Martens & Company Cpa, LLP is a professional accounting firm providing audit, review, compilation, tax preparation and planning services to individuals, corporations, partnerships, estates, trusts and employee benefit plans. They also offer personalized estate planning, financial projection, payroll, business start-up and succession planning, software support, QuickBooks and Peachtree services. The team is comprised of Richard D Atterbury, Merle F Martens, Paul A Bryant, Marvin D Berger, John L Stuber, Marvin K Steffensen and Roger H Wilhem, who are highly experienced in the field of accounting. The company's mission is to assist their clients with comprehensive services and sound advice that will help them achieve their goals. Their team members have extensive knowledge and experience in areas such as taxation, budgeting, financial analysis, financial management, accounting systems and software implementation. They are committed to providing the highest quality of service and advice to their customers.

Patrick McHale - Edward Jones

In these changing times, we want to make sure you're taking care of both your physical and financial health. Our team is here to listen, support, and guide you through this journey. At Patrick McHale - Edward Jones, we understand that your financial goals require a personalized approach. We are committed to helping you plan for retirement, save for education, and become an informed investor. Our experienced professionals will work with you to develop a tailored plan to achieve your goals.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Edward Jones - Financial Advisor: Karen L Berger

These are trying times, and we are here for you. Our team is dedicated to listening to your needs and supporting you through this difficult period, always bearing in mind both your physical and financial wellbeing.At Edward Jones - Financial Advisor: Karen L Berger, we believe that managing your finances deserves a face-to-face conversation. We can help you plan for retirement, save for education, and become a tax-savvy investor. We are committed to helping you reach your goals.

Edward Jones - Financial Advisor: Natalie J Robbins

At Edward Jones, we understand that during these uncertain times our clients may be in need of support. That's why we are here to listen, guide and navigate you through this period of life with care. Your physical health and financial health are both incredibly important to us. If you have any questions or would like to talk to one of our experts, please reach out and see how we can help. When it comes to your finances, we are committed to providing personalized advice and reliable service to help you reach your financial goals. We can assist you in planning for retirement, saving for education, and making tax-smart investments. By having a face-to-face conversation, we get to know your particular situation and can provide tailored advice. Your financial success is our priority, so please don't hesitate to get in touch with us. Our team of knowledgeable advisors is ready to help you stay on track with your investment goals.

Edward Jones - Financial Advisor: Ryan M Walker

At Edward Jones, we understand that these are uncertain times. We want you to know that we are here for you - ready to listen, support, and navigate through this together. We care about both your physical health and your financial health. If you need help, don't hesitate to reach out to us. At our firm, we believe that your financial goals deserve a face-to-face conversation. That's why we can help you create a retirement plan, save for educational expenses, and manage your taxes in a smart way. We will provide the guidance and support you need to make sure that your finances stay on track. In conclusion, Edward Jones is dedicated to helping you achieve your financial goals. We recognize that this is an unprecedented situation and we want to make sure that we are there for you every step of the way. Please don't hesitate to contact us if you need help.

Edward Jones - Financial Advisor: Stephen Moulton

At Edward Jones, we understand this is an uncertain time for many people. That's why we are here for you and want to provide support during this period. We are devoted to helping you not only with your physical health but your financial health as well. If you need help navigating through this difficult time, our team of professionals are ready to answer any questions or concerns you may have. We are committed to helping you meet your financial goals. Whether that’s saving for retirement, education, or being a tax-smart investor, we believe in having a face-to-face conversation to go over the best options available to you. We want to provide you with customized advice that fits your individual needs. Learn how we can help you plan for your future and prepare for any unexpected events. Reach out today and let us know how we can help! Our team is standing by and ready to lend a hand.

Edward Jones - Financial Advisor: Chris Gillard

At Edward Jones, we understand that times like these can be difficult and uncertain. That's why we're here to listen, support, and navigate the situation together with you. We care about both your physical health and financial health, so if there's anything we can do to help, please don't hesitate to reach out. When it comes to managing and investing your money, we believe that a face-to-face conversation with a trusted financial advisor is the best way to reach your goals. We specialize in helping you prepare for retirement, save for education, and use tax-wise strategies to maximize your investments. By working together with us, you can feel more secure in your financial future and know that you have access to the quality advice and support you deserve.

Edward Jones - Financial Advisor: Nick Halpin

At Edward Jones, we understand the difficult times that our clients may be facing, and we want to help. We are here to listen and support you as you navigate through this trying period. Your physical and financial health are our top priorities and we’re here for you should you need any guidance or advice. We can assist and advise you in goals such as retirement planning, education savings, and making sure your investments are being managed in the most tax-efficient manner possible. Financial planning is too important to leave to chance, and your goals deserve a face-to-face conversation. Therefore, our team of experienced financial advisors stands ready to help you on your journey towards success. We cannot ignore the uncertainty of the situation, but we are here to make sure that you have the support and tools needed to overcome the challenges you may face. Don’t hesitate to reach out to us so that we can discuss how Edward Jones can best serve your needs.

Edward Jones - Financial Advisor: Barbara de Jong

At Edward Jones, we understand these times can be difficult. That’s why we’re here to listen and support, both mentally and financially. We all want to make it through this together, and that’s why we’re here to lend a helping hand. Reaching out to us is the first step. We can provide assistance with your physical health as well as your financial health. From retirement planning to tax-smart investing, we are here to answer your questions and make sure your investments work towards achieving your goals. At Edward Jones, we will sit down with you and come up with an ideal plan for your future. Our team of professionals will be there every step of the way — because your financial success means as much to us as it does to you. We invite you to get in touch with us today and start on your journey to a more secure financial future. Let us help you navigate this uncertain time and take control of your financial goals.