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Edward Jones - Financial Advisor: Michael D Ekstrom
Roscoe, Winnebago

Financing specialist
 : 
Edward Jones - Financial Advisor: Michael D Ekstrom

Roscoe, Winnebago

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About Edward Jones - Financial Advisor: Michael D Ekstrom
Professional experience
Edward Jones - Financial Advisor: Jessica Ekstrom Introduction: Welcome to the presentation on Jessica Ekstrom, a dedicated and experienced Financial Advisor at Edward Jones. With a strong commitment to helping individuals and families achieve their financial goals, Jessica is known for providing personalized and comprehensive financial advice in Spokane, WA. Background: Jessica Ekstrom is a highly skilled professional with a deep knowledge of financial planning and investment strategies. She has been serving clients in Spokane, WA, and the surrounding areas for several years. Her expertise lies in helping individuals navigate the complex world of finance and develop solid strategies for long-term financial success. Services: As a Financial Advisor at Edward Jones, Jessica offers a range of services tailored to meet the specific needs and goals of her clients. Whether you are planning for retirement, saving for your child's education, or building an investment portfolio, Jessica can provide the guidance and support you need. Her services include: 1. Comprehensive Financial Planning: Jessica works closely with her clients to develop personalized financial plans that take into account their unique circumstances and goals. She helps clients analyze their current financial situation, identify areas for improvement, and create a roadmap for their financial future. 2. Retirement Planning: With expertise in retirement planning, Jessica assists clients in creating strategies to maximize their savings and ensure a comfortable retirement. She helps clients navigate retirement account options, evaluate social security benefits, and develop a sustainable income plan for their golden years. 3. Investment Management: Jessica's extensive knowledge of investment options allows her to help clients build and manage investment portfolios that align with their risk tolerance and long-term objectives. She carefully assesses her clients' financial goals and provides recommendations on asset allocation, diversification, and investment selection. 4. Estate Planning: Jessica understands the importance of preserving wealth and ensuring a smooth transition of assets. She works closely with clients to develop comprehensive estate plans that address their wishes regarding the distribution of assets, minimize tax implications, and provide for their loved ones' financial security. Personalized Approach: What sets Jessica apart is her dedication to building long-lasting relationships with her clients. She takes the time to understand their unique financial circumstances, goals, and aspirations. By nurturing a deep understanding of her clients' needs, Jessica is able to provide tailored advice and recommendations that focus on their best interests. Client Testimonials: - "Jessica has been instrumental in helping me meet my financial goals. Her expertise, professionalism, and personal approach have made a significant impact on my financial success." - "I cannot thank Jessica enough for her guidance and support in my retirement planning journey. She navigated complex decisions with ease and provided me with peace of mind." Conclusion: When it comes to achieving your financial goals, having a trusted advisor like Jessica Ekstrom is invaluable. With her extensive knowledge, personalized approach, and dedication to your financial success, she can help you navigate the complexities of finance and create a strong foundation for your future. Contact Jessica today to schedule a consultation and take the first step towards a secure financial future.

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Location

Roscoe, Winnebago (61073)

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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