Edward Jones Investments
I specialize in helping successful individuals and small businesses to develop and implement comprehensive wealth management plans. My clients typically have accumulated more than $200,000 of investable assets. I use a five-step process to identify their unique needs and create a tailored plan for them. Additionally, I have access to various independent investments and services to fill the gaps in their plans. I also collaborate with tax and estate professionals to ensure that their wealth is protected in the ever-changing environment. At Edward Jones Investments, our team has the knowledge and experience to ensure that our clients’ financial goals are realized.
If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
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Jones Wealth Management
Jones Wealth Management Group is a premier financial services and advice provider to individuals and families who are federal government employees, professional athletes, self-employed persons, persons nearing or at retirement, trusts, pensions and retirement plans. Our mission is to provide the best assistance possible to our clients, helping them to plan and secure their financial future. We specialize in assisting clients with cashing out of their 401k or making withdrawals, offering an IRA rollover account transfer option that allows them to keep their tax deferral. Additionally, we possess the expertise and knowledge to provide support for CSRS, FERS, FEGLI, TSP and other federal government retirement and benefits programs. As the only Chartered Federal Employee Benefits Consultant in Memphis and the mid-south, we are uniquely positioned to meet the needs of our clients.
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: Melanie M Marlin
At Edward Jones - Financial Advisor: Melanie M Marlin, we specialize in providing personalized and relationship-based wealth management and financial advising services. We strive to help our clients reach their financial goals by taking the time to understand the client and their objectives. Our team utilizes the current market and economy to ensure our clients have access to the best opportunities for success. We believe in a holistic approach and will work with our clients throughout their life transitions. Our advisors are passionate about helping people, and we enjoy teaching our clients and guiding them to financial freedom. We invite you to come in for a complimentary evaluation and/or stress test to get started on the path towards success.
Edward Jones - Ashlee Craiger
At Edward Jones - Ashlee Craiger, we specialize in helping our clients make sense of their investments and manage them for success. Whether you're a new client or just new to investing, our team offers personalized strategies to meet your financial goals. We provide a range of services including retirement planning, education savings, insurance, annuities, quality long-term investing, and complete wealth management. Our experienced team is here to help you navigate the recent changes and uncertainties in the market. We offer complimentary portfolio reviews to ensure your investments and financial plan are on track. Contact us today to get started.
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: 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.