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Edward Jones - Financial Advisor: Austin D Keeney
Ankeny, Polk

Financing specialist
 : 
Edward Jones - Financial Advisor: Austin D Keeney

Ankeny, Polk

Prices

Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: Austin D Keeney
Professional experience
Title: Edward Jones - Financial Advisor: Patrick V Domann Description: Edward Jones - Financial Advisor: Patrick V Domann | Retirement Ready? Try Our Calculator and See! General Info: Edward Jones is an investment firm that believes your financial goals deserve a face-to-face approach. With Patrick V Domann as your dedicated financial advisor, you can trust that your retirement planning needs will be met with personalized care and attention. Location: Ankeny, IA Contact: (515) XXX-XXXX Services Offered: 1. Retirement Planning: Planning for retirement can be overwhelming, but with Patrick V Domann's expertise, you can feel confident about your future. Whether you are just starting out or nearing retirement, he will work closely with you to create a personalized retirement strategy that aligns with your unique goals and risk tolerance. 2. Investment Strategies: Investing wisely is a crucial part of building wealth. Patrick V Domann understands the intricacies of the market and can guide you towards suitable investment options that align with your financial objectives. He will take the time to explain the various investment strategies available and help you make informed decisions. 3. Estate and Legacy Planning: Protecting your assets and ensuring a smooth transition for your loved ones is essential. With Patrick V Domann's comprehensive estate planning services, you can establish a solid plan for your legacy. He will assist you in creating wills, trusts, and other estate planning tools that reflect your wishes and provide for the future generations. 4. Education Funding: Saving for your child's education can be a significant financial burden. Patrick V Domann can help you navigate through various education funding options, such as 529 plans or Coverdell Education Savings Accounts, to ensure that you adequately fund your child's education while minimizing tax implications. Retirement Ready? At Edward Jones, we understand that retirement planning can feel overwhelming. That's why we offer a retirement calculator to help you visualize your retirement goals. By working with Patrick V Domann, you can gain clarity on your financial future and make well-informed decisions towards a comfortable retirement. Invest with Confidence With Patrick V Domann as your financial advisor, you can invest with confidence. He will assess your risk tolerance, investment goals, and time horizon to create a personalized investment strategy that suits your individual needs. By closely monitoring your portfolio and providing regular reviews, Patrick V Domann ensures that your investments are on track. Plan Your Legacy Creating a meaningful legacy requires careful planning. Patrick V Domann can guide you through the estate planning process, ensuring that your assets are protected and distributed according to your wishes. From establishing trusts to minimizing tax implications, he will work tirelessly to help you create a legacy that reflects your values and provides for your loved ones. Conclusion: Choose Patrick V Domann as your trusted financial advisor at Edward Jones and experience the difference a personalized approach can make in achieving your financial goals. Retirement ready? Try our calculator today and take the first step towards a secure and prosperous future. Contact Patrick V Domann at (515) XXX-XXXX to schedule a consultation.

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Location

Ankeny, Polk (50021)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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