Phoenix >Edward Jones
At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives 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, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. …
My In Laws are at that age where they are starting to look at their golden retirement years and not quite sure if they have enough to live the way they wanted to. Apparently, to them one of the perks of their daughter being married to an attorney is that I would be able to shift through their 401(k)s, IRAs, and Social Security documents and make sense of it. Sadly this was not the case. However, I was able to go with them to meet with Mr. Rogers who was able to not only review their current financial documents but also show where that left them in two years, three years, ten years. It was an eye opening experience but thoroughly informative not only to my In-Laws but to me and what I needed to start doing. I highly recommend James. He is a smart and savvy investor and extremely easy to talk to about these issues.
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