Edward Jones - Denise Mathias
If you prefer personal attention, are serious about your money & want to work with a financial advisor who translates investment speak into relatable terms, we may be a good fit to partner together.
Let's start by understanding what's most important to you. I'll be your advocate - someone who really listens and understands. Together, we will use a well-established process to build personalized strategies to reach your goals. Your plan should be as individual as you are. You'll know what you own, why you own it and understand how it fits within your investment comfort zone.
I will help protect you, your family and your wealth. A plan for healthcare costs, long-term care and a path to transfer your assets smoothly when the time comes. We will take all the time together you need to feel confident, maybe even excited, about the opportunities.
We will partner together throughout your life to keep you on track. Regular reviews give us the opportunity to discuss what has changed in the last year. Making time for this is important. I offer options to fit your schedule and style. Appointments are available on evenings, weekend, over the phone or web conference. Because personal service is a big deal. And so are you.