Retirement planning, education savings, life insurance, wealth management
We specialize in generating retirement income, working with business retirement plans, and helping families reach their financial goals. Please feel free to call or stop by!
Interview Q&A
How long have you been in business?
I have worked in the financial indsutry for more than 10 years.
What is your primary product or service?
We work with Senors, families, small businesses, and individual investors to solve a variety of issues. We do extesnsive retirement planning, education savings, long term care insurance, and estate planning. Our goal is to help our clients build, protect, and transfer wealth.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I have worked in a variety of industries, with positions centered around finance and investing.
How do you differentiate yourself from other businesses in your category and area?
We are the sixth largest financial firm in the world, and we excel at customer service and tailoring a financial plan to meet our clients unique goals.
How many locations do you have and do you have plans to expand?
We are NOT a franchise, Edward Jones is the largest privately held financial firm in the world. Edward Jones is entirely owned by the employees. We have 14,000 Financial Advisors across the United States and Canada.
Provide detailed directions to your location
We are located at 1050 East Piedmont Road, in the Publix Shopping center. Facing Publix, we are three doors to the left.
What type of payments do you accept?
We take investments only via check or electronic transfer.
Which areas do you service?
We serve East Cobb, Marietta, and North Atlanta. We are licensed and serve clients in 13 U.S. States.
Who owns your company or runs daily operations?
Edward Jones is a private company that is owned by the employees. We are NOT a franchise, every associate has ownership and is dedicated to meeting our clients needs.
What are your hours of operation?
We normally work from 8:30AM to 5:30PM, Monday - Friday. We do work some Saturdays and evenings by appointment.
What is the best compliment anyone can give you?
A referral to a friend or family member.
What is your favorite quote or Bible verse?
"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." - Robert G. Allen