Featured Profile
About Edward Jones
At Edward Jones, we prioritize what is important to you. We use sophisticated tools within an established process to build customized strategies that are specific to your families or businesses needs. Our client centered allows us to partner together over time to help you stay on track to your goals.
Markets, interest rates, world events and life’s priorities may change, but our relationship and commitment to help you achieve your goals will not. Our purpose is to partner for positive impact in striving to improve the lives of our clients and colleagues, and together, better our communities and society around us. Edward Jones is celebrating its proud 100th anniversary this year as a nationwide non-publicly traded firm.
We’ve partnered with our clients and local communities by building deep personalized relationships. We focus on helping your family or business with basics needs such as emergency savings, college savings solutions, and life insurance. Then, we also address more complex needs making sure you have saved enough for retirement, properly planned for tax advantaged investment options, or have a discussion about long term care insurance with later life planning considerations in order to pass on your hard-earned investments or business interests to your loved ones in the desired way and time frames you wish.
Scott and Kevin can help you organize, prioritize and then strategize these goals to help you achieve your financial dreams! Kevin Rackers, CFP®, ChFC®, CLU®, Scott Smith, CFP®, Jeoffrey Dumas-Senior Branch Office Manager