Edward Jones – Bill Toomey

Marquette, United States

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Description

Specialties

I’m a financial advisor with Edward Jones, a financial-​services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-​on-​one, personal basis. We do that by getting to know you, understand your goals, and developing individualized strategies to help you reach them. My branch office administrator, Cheryl Dix, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www​.edward​jones​.com for more information.

Meet the Manager

Bill T.

Manager

As an Edward Jones financial advisor, I believe it’s important to invest

my time to understand what you’re working toward before you invest

your money. Working closely with you and your CPA, attorney and other

professionals, I can help determine the most appropriate financial

strategy for you and your family. I can also help with your retirement

savings strategy so you have more options when you retire, regardless

of what you decide to do.