Edward Jones - Financial Advisor: Kelly A Frederick

Impressum

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. I have built my business by treating my clients as I would want to be treated. My primary goal is to give individual investors knowledge and education about what options are available to them; then develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child's college education, reduce taxes, get a budget plan, or plan for retirement, I can help.

My branch team consists of myself and my branch office administrator, Amy Scott. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives. Nights and weekends are available by appointment. We also offer phone and web conference meetings.

If you spent more time last year planning your vacation than planning your retirement, now is the time to take action. I can help you determine how much money you'll need to retire, how much you can spend monthly in retirement, and whether you're on track to achieve your retirement goals.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. Please call or stop by my office, or visit www.edwardjones.com/Kelly-Frederick for more information.