Edward Jones - Financial Advisor: Allison Ver Steegt

Edward Jones - Financial Advisor: Allison Ver Steegt CFP®, CRPC™, ChFC® We like to serve ordinary people and help them do extraordinary things.

1. WHAT WE PROVIDE
a. Goals-centered advice and superior service
b.

WHO WE SERVE
We help a select group of families manage their asset strategies, so they can focus on areas of their life that give them joy, meaning and purpose.

2. Help to organize, build, protect and transfer wealth

3. WHAT WE LOOK FOR IN CLIENTS
a. Goals driven
b. Serious long-term investor

4. OUR PHILOSOPHY
A one-size-fits-all approach may be fine for some investors, but we believe investme

nts should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

5. WHY ME
I began my Edward Jones career in 2017 as a financial advisor in Ankeny. With a finance degree from the University of Iowa and over 10 years of financial experience, I offer a unique set of experiences and a great depth of knowledge and acumen to empower my clients to make smart life decisions and investment choices. I strive to help my clients make sense of investing and bring a disciplined and comprehensive approach. Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC.
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Address

215 NW 18th Street Suite 103
Ankeny, IA
50023

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+15159642122

Website

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