As an Edward Jones financial adviser, Kelly believes that it is important to invest her time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you are comfortable accepting when investing so you can balance it with the steps necessary to reach your long-term goals.
Whether you are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, Kelly can work with you to develop specific strategies to help achieve your goals. Together you can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, Kelly is dedicated to providing you top-notch client service
But she is not alone. Thousands of people and advanced technology support her office so they can help ensure you receive the most current and comprehensive guidance. In addition, they welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, they can help you develop a complete, tailored strategy to help you achieve your financial goals.
Edward Jones offers many account options that let you decide how you work with them. From hands-on accounts that put you in control, to choices with built-in guidance, the decision is yours.
You have specific financial objectives in mind – planning for retirement, creating a college savings strategy, perhaps opening your own business. We have the comprehensive suite of investment products and services you need to turn your goals into reality. Partnering with your financial adviser, you can build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs, while their insurance and annuity products can help to protect your financial future. And if you have specific wealth strategies, trust management or business ownership needs, their convenient financial services off the professional administration options you are looking for.
Come in and speak with Kelly Denney today! Do not wait any longer to start planning for your financial future.