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Edward Jones - Financial Advisor: Jimmy Stewart, CFP®|AAMS®
Urbana, Champaign

Financing specialist
 : 
Edward Jones - Financial Advisor: Jimmy Stewart, CFP®|AAMS®

Urbana, Champaign

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Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: Jimmy Stewart, CFP®|AAMS®
Professional experience
Edward Jones - Financial Advisor: Philip Ulery, CFP®, AAMS® Meet Philip Ulery, a dedicated and experienced Financial Advisor at Edward Jones. Based in the Columbus, Ohio Metropolitan Area, Philip is passionate about helping individuals and families achieve financial peace of mind. With a strong background in retirement planning and navigating through life's unexpected events, Philip is committed to providing personalized advice and guidance tailored to each client's unique financial objectives. As a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®), Philip possesses the knowledge and expertise to help clients take control of their financial future. When it comes to retirement planning, Philip understands that it's never too early or too late to start preparing. He works closely with clients to create comprehensive retirement strategies that align with their long-term goals. By analyzing factors such as income streams, investment portfolios, and risk tolerance, Philip helps clients develop sound retirement plans that provide financial security and a comfortable lifestyle. Additionally, Philip recognizes that unexpected life events can have a significant impact on a person's financial well-being. Whether it's a sudden job loss, medical emergency, or major life transition, Philip is there to offer guidance and support. By assisting clients in building emergency funds and implementing risk management strategies, he helps ensure they are prepared to handle whatever life throws their way. At Edward Jones, Philip embraces the firm's client-first approach and values the importance of building lasting relationships with his clients. He believes in taking the time to truly understand their financial aspirations, concerns, and priorities before developing a customized financial strategy. By fostering open and transparent communication, Philip empowers his clients to make informed financial decisions that align with their values. If you are seeking a trusted advisor who can help you navigate through the complexities of financial planning, look no further than Philip Ulery, CFP®, AAMS®. Contact him today to schedule a consultation and take the first step towards achieving your financial goals. This presentation was created by a virtual assistant.

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Location

Urbana, Champaign (61802)

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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