Edward Jones – Financial Advisor: Lisa M Casillo

Specialties

Edward Jones works with individual investors to help them achieve important financial goals. We offer quality, long-​term investments that include a broad mix of municipal, government and corporate bonds, mutual funds and stocks.

There’s an advantage in working with a financial advisor who knows you and your financial goals. That’s what makes Edward Jones different from other investment firms. Every aspect of our business is designed to support the development of a strong relationship between you and your financial advisor. Our goal is to help you achieve your goals, including:

* Preparing for retirement

* Living in retirement

* Paying for education

* Preparing for the unexpected

* Planning your estate

We’ve tailored our business to serve people who want a financial advisor who:

* Understands their needs

* Clearly explains investing

* Knows each client’s investment style

* Meets on the client’s schedule

* Stays in touch

History

Established in 1922.

Founded in 1922, Edward Jones has nearly 12,000 branches in communities of every size throughout all 50 states. The firm serves nearly 7 million clients and is a Fortune 500 company.