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Edward Jones - Frank Ellars
1633 Birchwood Ave
Suite 101
Bellingham, Washington 98225
USA
Contact: Frank Ellars
Phone: 360-527-1414
Fax: 866-404-2843
Visits: 32
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Who Should Invest With Us
We'll be the first to say it: Edward Jones isn't the right choice for everyone. For decades, we've believed in the same basic strategy of investing in quality investments that have proven themselves over time. We understand that this approach may be considered old-fashioned in this day and age. But if it means helping investors realize their goals, it's an approach we're going to stick to.
Are we the right investment firm for you? That depends on whether you see yourself the same way we do:
You prefer interacting with an actual person, rather than a call center or Web site
You like to make well-informed decisions
You take a realistic approach to your financial goals
You're confident and secure, but careful when it comes to managing your money
You understand the difference between investing and gambling with your money
You want to invest in quality investments instead of following the latest trends
You won't compromise your principles and you expect the same from others
You're an independent thinker
If we aren't the right choice for you, that's okay - another investment firm that fits your personality can better serve your needs. But if you'd like to know more, here's what to expect from Edward Jones.
What to Expect
Investing for the long-term takes discipline, patience and confidence in your financial advisor and firm. It's a lifelong proposition that can help you achieve the financial goals you set for yourself and your family. But what should you expect from your financial advisor and what will your financial advisor expect from you?
What you can expect from your financial advisor:
A consultative approach to your financial needs including, college savings, retirement planning, insurance needs and investments - based on your individual needs and expectations
Personalized attention and prompt answers to financial questions and concerns
Face-to-face meetings, if that is your preference
A conveniently located branch office
Yearly portfolio review
Regular annual meeting to discuss changes in life goals
Clear, complete explanations of investments and recommendations
What your financial advisor can expect from you:
Understanding of the Edward Jones investment philosophy
Willingness to define and set attainable, realistic goals
Dedication to investing/saving for the long haul
Appreciation for the value of advice, whether or not you agree
Referrals - so we can help your friends and family achieve their goals as well
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