Initial Visit
My office visit was extremly educational, and friendly. I learned a lot about my finances and savings. I understand much more about 401Ks, IRAs, ROTHs, and the way mutual funds work. The "Portfolio Objective Pyramids" were fully explained in terms that I could understand; I understand now the importance of having the professionals help in my development of my overall investment strategy. I am wished I had consulted with a financial advisor earlier in my career. Even though I am late into my career, my meeting with an Edward Jones financial advisor will help me to grow my investments. What a great encounter, very friendly and down to earth.
Thanks a lot for the education.
/R
Ed
