Liz is a dedicated financial advisor with a mission to empower people through thoughtful financial advice and guidance. She is committed to building strong relationships with her clients and believes that understanding your financial journey is just as important as the destination. Whether you're saving for college, planning for retirement, business succession planning or building a financial future for the ones you care for the most, together, we can create a tailored plan that aligns with your goals and values. This will create a lasting impact on your financial future and the future of those you care about.
Jeff, has been an Edward Jones financial advisor for the past ten years, he believes it's important for us to understand the goals you're working toward before you invest your money. It's also critical to understand the level of investment risk you're comfortable with, so we can build a customized investment strategy that works for you.
Our branch office administrator, Dina Bortnichak, is alongside every step of the way. Give us a call today – let's embark on this journey to financial security and success together.
For more information about Edward Jones Yardley Branch, located at 1790 Yardley-Langhorne Rd. in Yardley, call 215-493-2616.
