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An Edward Jones financial advisor, such as Sarah Finelli, operates a local, community-based practice dedicated solely to providing personalized investment advice and long-term financial guidance. Unlike a large bank branch that offers a wide array of banking products, an Edward Jones office is fundamentally an investment firm. The advisor builds their business on deep, one-on-one relationships, working directly with clients to understand their specific life goals—whether for retirement, education, or wealth transfer—and then developing a tailored strategy to achieve them. The environment is that of a professional consultation office, not a transactional banking center, emphasizing a dedicated partnership to navigate a client’s entire financial journey.


Services Offered

  • Investment Advisory & Portfolio Management: Personalized selection and management of investments, including stocks, bonds, mutual funds, and ETFs.
  • Retirement Planning: Comprehensive strategies for retirement, including IRA accounts, 401(k) rollovers, and income planning.
  • Education Savings Planning: Guidance and setup for tax-advantaged savings plans like 529 College Savings Plans.
  • Insurance & Annuity Products: Offering life insurance, long-term care insurance, and annuities to help protect assets and provide future income.
  • Estate Planning Considerations: Advice on strategies for wealth transfer and legacy planning, often in coordination with a client’s attorney or accountant.
  • Retirement Income Strategies: Creating a plan for generating a sustainable income stream during retirement.
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  • Monday08:00 AM - 04:00 PM
  • Tuesday08:00 AM - 04:00 PM
  • Wednesday08:00 AM - 04:00 PM
  • Thursday08:00 AM - 04:00 PM
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