Since 1922, Edward Jones has built their Fortune 500 company around the promise of putting clients first.
With over 11,000 offices, Edward Jones offers plenty of big company benefits. These include investment research, online account access, advanced technology, easy to understand statements and more. Still, this company grew big by not acting big and that same attitude continues today. There are no 800-numbers with endless hold times. Local offices mean local phone numbers. It means flesh-and-blood financial advisors who have access to all of the Edward Jones’ sophisticated technology and resources.
Edward Jones’ financial advisors are more like personal advocates. Financial partners. This relationship is what makes Edward Jones different from everyone else. Their financial advisors know the names of every client. They discover why a person is investing, not simply what they’re investing. They take time to understand a person’s comfort level when it comes to risk. They not only learn a client’s financial goals, but monitor progress to make sure clients stay on track with those goals. If things go off course, personal financial advisors have the answers to get back on track. Edward Jones financial advisors also understand office hours aren’t convenient for everyone. They arrange meetings at times that are convenient for the client.
Investing can seem complicated and even overwhelming. Terms like asset allocation, annuities, expense ratio, index funds, mutual funds and prospectus can sound intimidating. This is just another reason a personal financial advisor is so important. They explain the complicated world of investing so clients feel knowledgeable and confident in their decisions.
Edward Jones is uniquely designed for the individual investor: the person saving for retirement, those needing a college fund for their kids. They even help with insurance and estate considerations. To date they’ve helped nearly seven million people save for the things that mean most to them.
Founded in 1922, Edward Jones is a full-service brokerage firm and private partnership. They believe this structure gives them the independence to make long-term decisions that are in the best interests of their clients and associates, without the pressures publicly traded companies face to meet short-term earning forecasts.
Their thoughtful investment strategy includes identifying your specific, long-term goals, developing and implementing a tailored strategy and maintaining a diversified portfolio of quality investments. Their neighborhood locations make them accessible and approachable in how they interact with clients to develop these strategies.
Set up a face-to-face meeting with an Edward Jones financial advisor to learn more about what makes investing with Edward Jones different.