facebooktwitterpinterest

Reviews, get directions and contact details for Edward Jones - Financial Advisor: Julian B Heron III

About

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC

Story

believe in better. Better is understanding what is important to you and making that our focus. It includes using an established process to help you build a personalized strategy to achieve your goal. It's handling the details for you while focusing on the big picture with you. Better is a partnership, working with you throughout your life to ensure you live life to the fullest, however you define it, while ensuring you're on track to meet your long-term goals.

Better means having a transparent investing process, held to the rigors of the scientific method, with investments that have robust evidence supporting their choice. It's diving deep to understand your risk tolerance and capacity to personalize your strategy.

Better means being willing to give you as much time as you need and to educate, not dictate. It means taking the time to demystify investing for you.

Better means constantly trying to improve our service to you and "sharpening the saw," such as obtaining the CRPS® designation.

I hope to better your life by helping you live life to the fullest. I hope that better means having more choices in your life to take care of you and your family, to check off more bucket list items, and to help more people in your community.

Address: 1763 S 8th St Ste 1, Colorado Springs, CO 80905, USA
Phone: (719) 578-5833
State: Colorado
City: Colorado Springs
Zip Code: 80905


Similar places near
LPL Financial LPL Financial 1 miles
Pennica Financial Group Pennica Financial Group 2 miles He is charging me 484.62 dollars a month to manage 85K. Pretty steep in my opinion.
Ent Credit Union: Mountain Bell Service Center Ent Credit Union: Mountain Bell Service Cent... 2 miles Friendly. Has coin machine that prints a receipt so you can deposit or get folding mo...
Edward Jones - Financial Advisor: Rick Tucker Edward Jones - Financial Advisor: Rick Tucke... 2 miles Edward Jones is a financial- services firm dedicated to serving the needs of individu...
Edward Jones - Financial Advisor: Doug Dirksen Edward Jones - Financial Advisor: Doug Dirks... 2 miles Edward Jones is a financial-services firm dedicated to serving the needs of individua...
UMB Bank and ATM UMB Bank and ATM 2 miles Helpful bankers. Short wait times (often none at all). Not my primary bank, but I'm g...
Global Academy of Finance and Management Global Academy of Finance and Management 2 miles "Accredited Certified Programs for Financial Analysts and Financial Planners and...
Bank of Colorado Bank of Colorado 2 miles Asked if I could make change for .50 pieces. Abel Martinez informed me you have to ha...
Capstone Investment Financial Group Capstone Investment Financial Group 3 miles As a financial advisory firm at the foot of Pikes Peak we seek to help clients fund t...
OneMain Financial OneMain Financial 3 miles If I could give a "0", I would. A couple weeks ago the computers and internet was do...
Reviews
Nancy Kowalski has helped me and my husband get set up with all our financial needs. Even in this tough economic market of 2009. She is a caring professional that is concerned for her clients from the minute she meets them. Nancy goes above and beyond to make sure that everything is in order for her clients. I highly recommend Nancy Kowalski for all your financial needs.
17 years ago (01-05-2009)
Comment on this business

to add Edward Jones - Financial Advisor: Julian B Heron III map to your website;



We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy