Edward Jones - David Lee, Financial Advisor
Financial Services / Investments / Assessments
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, or reduce your tax bill, you can expect personalized service and a great partnership.
- Retirement Planning
- Investment Strategies
- LIfe & Long-Term Care Insurance
- Small Business Retirement Plans
- Free, No-Obligation Portfolio Review & Retirement Readiness Assessment