Edward Jones – Tarah-Lee Cotie
Products & Services
* Retirement Savings Strategies
* Retirement Income Strategies
* Wealth Protection Strategies
* Business Owner Considerations
* Estate and Legacy Strategies
* Socially Conscious Investing
* Retirement Income Strategies
* Wealth Protection Strategies
* Business Owner Considerations
* Estate and Legacy Strategies
* Socially Conscious Investing
About Us
I Believe When it comes to your financial future, you deserve a personal relationship and professional advice
We partner for positive impact, to improve the lives of our clients and colleagues, and together, better our communities and society.
Our purpose, stated above, is at the center of everything we do at Edward Jones. It’s our why, our North Star, lighting the way for our decisions, strategies, activities, commitments and investments. It unites us under a common goal to grow positive impact for our clients, colleagues, communities and society at large. Our clients’ interests come first.
Our entire firm is organized around this principle, and it aligns everything we do. Our branch office business model supports deep, personal relationships with our clients. We tailor solutions to help our clients achieve their financial goals. Our investments in training, technology and organic growth are designed to help us serve our clients.
We believe in a quality-oriented, long-term investment philosophy.
We do not compete for every order, nor does our investment philosophy suit all investors. Our investment philosophy appeals to serious, long-term individual investors and encourages clients to invest for the long term in quality investments. We believe a well-diversified portfolio of quality investments, aligned with a client’s goals and risk tolerance, will be more successful over time.
We value working in partnership.
As a privately held partnership, our financial independence enables us to make long-term decisions and investments in our future. We enjoy freedom from focusing decisions on maximizing near-term profits to satisfy analysts and shareholders.
We are a partnership in spirit, as well. That spirit is reflected in the way we treat our clients and one another. Partnership eliminates competition and fosters a culture of cooperation. It nurtures the volunteerism that is essential to our success.
As partners, we are part of a worthy enterprise much greater than ourselves. As stewards, we seek to leave our firm better than we found it.
We partner for positive impact, to improve the lives of our clients and colleagues, and together, better our communities and society.
Our purpose, stated above, is at the center of everything we do at Edward Jones. It’s our why, our North Star, lighting the way for our decisions, strategies, activities, commitments and investments. It unites us under a common goal to grow positive impact for our clients, colleagues, communities and society at large. Our clients’ interests come first.
Our entire firm is organized around this principle, and it aligns everything we do. Our branch office business model supports deep, personal relationships with our clients. We tailor solutions to help our clients achieve their financial goals. Our investments in training, technology and organic growth are designed to help us serve our clients.
We believe in a quality-oriented, long-term investment philosophy.
We do not compete for every order, nor does our investment philosophy suit all investors. Our investment philosophy appeals to serious, long-term individual investors and encourages clients to invest for the long term in quality investments. We believe a well-diversified portfolio of quality investments, aligned with a client’s goals and risk tolerance, will be more successful over time.
We value working in partnership.
As a privately held partnership, our financial independence enables us to make long-term decisions and investments in our future. We enjoy freedom from focusing decisions on maximizing near-term profits to satisfy analysts and shareholders.
We are a partnership in spirit, as well. That spirit is reflected in the way we treat our clients and one another. Partnership eliminates competition and fosters a culture of cooperation. It nurtures the volunteerism that is essential to our success.
As partners, we are part of a worthy enterprise much greater than ourselves. As stewards, we seek to leave our firm better than we found it.
At-Show Specials
Offering Complimentary One-on-One Retirement Planning Consultations, AND Complimentary ladies night’s to discuss Women’s Financial Health.