Edward Jones Investments - Mike Jonas
Contacts
Business description
My goal is to assist the individual investor and small business owner achieve their financial needs through Investments, retirement and life insurance
Long-term Investment Philosophy - Our philosophy emphasizes quality and diversification. I strive to avoid investments that we believe are confusing or likely to disappoint investors. Our investment philosophy is based on a set of trade-offs. I have clear guidelines around what I do and don't recommend. I believe focusing on quality investments, diversifying them and maintaining long-term perspective are keys to reaching your goals. All three of these elements work together; it's not enough to follow one or two. This approach should help reduce major disappointments along the way. I will work with you to make sure this philosophy is the foundation of your investment strategy.
General information
- Business Services Financial Investment Advice Investment Advisory Referral Services
City / suburb: | Saint John, IN | |
County: | Lake |
investment services, business retirement, free account reviews, retirement planning services, retirement, college savings, 401k, simple ira, roth ira, ira, estate planning, trust services, advisory services, investment advisory services, tax free muni bonds, bonds, stocks, long term care insurance, life insurance, whole life insurance plans, variable life insurance plans, term life insurance plans
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