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Edward Jones

  • Financial Planning & Services
  • Investment Services
251 Bridge Park Dr
Suite 109
Charlevoix, MI 49720
(231) 547-3852
8:00 am-4:30 pm M-TH
8:00 am-4:00 pm Fri
  • About

    At Edward Jones, our focus is on YOU, and what is most important to you. We use an established process to build personalized strategies that will help you achieve your financial goals. We also partner with you throughout the years to make sure you stay on track to meet those goals. Our 5 main areas of service are: Preparing for Retirement, Living in Retirement, Paying for Education, Preparing for the Unexpected, and Planning your Estate or Inheritance. Focus areas include: business retirement planning, portfolio reviews, new investors and more!