Edward Jones - Hunter Owen
Financial ServicesBusiness BrokerageBusiness Insurance ServicesChambers Of CommerceEmployee Benefits & ConsultantsEstate LiquidationFinancial PlanningHealth InsuranceHealthcare--SeniorInsuranceInvestment SecuritiesMortgage BrokersNursing HomesReal EstateReal Estate Developers & InvestorsRetirement CommunitiesSenior Citizen Home Care
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you unparalleled client service.
I take immense pleasure in helping others set goals and gain a sense of control over their future. I enjoy educating others about ways to save, invest and how proactively planning can change the trajectory of their family legacy. I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.
- Strategic Planning
- Wealth Strategies
- Estate Considerations
- Portfolio Review