It's all about face time.
Whether you connect with yours online or over the phone, you'll find that Edward Jones' financial advisors are conveniently located right in the community where you live and work. Every day they take a hard look at the short- and long-term needs of your neighbors, friends and relatives, and provide an approach to investing that can work for each unique situation.
Your situation is unique, and so are we.
The bottom line is that what's appropriate for you is based on your own set of circumstances. There's no canned strategy that applies to everyone. That's why we meet with our clients face to face, one-on-one. By getting to know you, we can understand where you are today so we can help you get where you’d like to be tomorrow. It's our job and our passion to help. It's what we do. It's what we've always done.
Our approach
We meet with you face to face because that's the only way to really get to know you. This is an important step in helping to understand your financial goals so we can help you meet them.
A local Edward Jones financial advisor is ready to help you roll your 401(k) plan assets over to an IRA to help you stay on track toward your retirement goals. Use our office locator or call 800-ED-JONES to find an office near you.
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