Edward Jones - Kellsie Simons

Investment Services

Hours:

Monday- Friday: 8:00am-5:00pm
Saturday: By Appointment
Available in office, phone, zoom

Driving Directions:

Parking lot is behind the building. There are two parking spots reserved for Edward Jones. Come through the business doors, elevator or stairs to second floor. We are down the hall past the restrooms.

About Us

Are you looking for a fulfilling retirement without the worry of running out of money? Do you want to protect your family if the unexpected happened to you or one of them? Want to enjoy your life stage and feel confident about the future?

I would like to assist you by creating a financial strategy for your future. Feeling that your goals are clearly understood and documented helps us create a road map to take one more thing off your mind. Worry less when we have planned for market and economic changes.

I work with individuals, families and small businesses to stay on the right road for their financial future. These include, but are not limited to:

- Job and Career Changers (Let me help you make a smooth transition)
- Growing families (Let's set your children up for success)
- Small Businesses (Your employees' and your future are important)
- Retirees (Estate and Legacy Strategies)
- Teachers (Create a plan for the whole family)

Some common topics I cover:

- Retirement Planning (creating a financial strategy)
- Wealth Strategies (Short term and long term goals)
- Education Planning
- Life Insurance
- Balancing saving and budgeting
- Rollovers
- Consolidating accounts to achieve goals

If any of these topics resonate with you, we need to talk!