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GET THE FINANCIAL GUIDANCE AND EXPERTISE YOU NEED AT EDWARD JONES IN PLYMOUTH

When looking to plan your financial future, Edward Jones in Plymouth is here to guide you every step of the way. Whether you are new to the world of financial planning or are looking to switch up your portfolio, one of their six financial advisors will take the time to work directly with you.

Their team is made up of highly experienced individuals who strive to serve the Plymouth area and all of Marshall County. Team members include Todd Clady, Russel Kietzman, Cristy Keller, Mark Bishopp, Craig Wilson and Carlye Bishopp. Together, the team has a combined 87 years of experience.

Getting started with a financial advisor can seem daunting to some at first. However, once you meet with one of the six advisors, you will quickly learn how personable they are with each of their clients. They will take the time to introduce you into the world of financial planning, get to know you and your vision, and develop a strategy to help you reach your goals. Before you ever invest your money, your financial advisor will make sure you are both on the same path to reach your short-term or long-term goals.

Edward Jones financial advisors pride themselves on helping individuals of all ages and budgets. For example, if you are looking to go to college, Edward Jones can help you save up so you do not come out with a huge amount of debt. Perhaps you are looking more into the future.

A financial advisor can help you reach goals for retirement, save for children and grandchildren, or simply protect your financial future.

When you choose an Edward Jones financial advisor it is not a one-and-done situation. They will truly work with you every step of the way and monitor your progress to ensure you stay on track.

The advisors devote themselves to topnotch customer service throughout your financial journey and will determine if any adjustments need to be made. As you work with them you will develop a strong relationship where you can feel at ease with putting your finances in their hands. They truly take the guesswork out of what can be a confusing subject for many people.

The first Plymouth branch of Edward Jones was started on May 1, 1977. At that time there was only one advisor. Fastforward to 2022, and Carlye Bishopp joined the team and was recruited by Mark Bishopp. As the team began to prove their success to the community, the need for more advisors became apparent.

Each of the six advisors works in different locations in Plymouth, which makes it convenient for clients to find a branch and advisor that fits their needs. As a tight-knit team, the advisors will get to know you and will even refer you to one of the other team members if they feel there is a better fit. They do not view it as competition, but rather working together to provide the highest-quality care to their clients.

Edward Jones has a plethora of offices around the country and has been a staple in the world of finances since it began in 1922.

They also have branches up into Canada. Although the company itself is very large and extremely well-known, the personal attention you will get from the branches in Plymouth is unmatched. Although located in Marshall County, the team also has clients throughout the state and country. The fact that there are many branches to choose from and individuals still choose to work with a Plymouth branch speaks for itself.

The six financial advisors received their education from Indiana Wesleyan, Indiana University, Indiana University Fort Wayne, and Purdue University.

They are fathers, mothers, daughters, and family oriented, which makes them able to relate to their clients in all stages of life. Speaking of education, Edward Jones requires that their advisors stay up to date with the latest certifications. This includes continuing education for licensing, firm-required continuing education, and state-level continuing education for insurance.

The financial advisors in Plymouth provide a wide variety of services. Some of their primary areas of focus include retirement savings strategies, retirement income strategies, wealth strategies, business retirement plans, estate and legacy strategies, and college savings.

They have worked with thousands of individuals over the years and have advanced technology support in their office to ensure you receive the most current and comprehensive guidance.

If you are just beginning your financial journey or looking to take your current one to the next level, consider working with a financial advisor at Edward Jones in Plymouth.

You can reach them by referring to the Edward Jones ad located in The Lakes magazine. They are located at 1226 South Michigan Street in Plymouth.