Edward Jones | Tulsa, OK

  • Service Area: Tulsa, OK
  • Team Size: 1 employee
  • Business Duration: 3 years
Edward Jones

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • College planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • Tax planning
  • Home purchase

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

➤ WHAT I DO:

I serve my clients and prospective clients in different areas of their financial needs to help with:

• Preparing for a comfortable retirement

• Living the retirement that they've always dreamt about

• Paying for a child or grandchild's education

• Being prepared for the unexpected in life

• Saving money on taxes

• Creating financial strategies for yourself and your family

• 401K Options

• Designing and implementing Employer Sponsored Plans such as SEP, SIMPLE and 401(k)s for small businesses.

➤ HOW I DO IT:

To help ensure you feel understood, in control and secure about your future, I…

• Get to know and understand what's most important to you

• Utilize Edward Jones' well-established process to build a personalized strategy based on you needs

• And partner together with you throughout your life to help keep you on track.

➤ WHAT MAKES ME DIFFERENT:

I am not only passionate about helping people meet their established financial goals, but also uncovering other goals they may not have otherwise thought possible.

I´m very selective about the investments I recommend because I know how hard you’re working to achieve the milestones that mean the most to you. And I want to make sure I´m giving you the best possible choices.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Albert Akpaloo
    • Completed on 10/17/2023

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