Edward Jones - Financial Advisor: John R. Simmons

Edward Jones - Financial Advisor: John R. Simmons I enjoy being a part of my clients' lives and listening to their stories to understand what is important to them. Member SIPC.

Originally from Oklahoma and a graduate of Oklahoma State University, I have lived in the valley since 2019 and could not have chosen a better community to build my business around. I focus on serving the financial needs of individual investors of all ages and financial means. Heidi, my branch office administrator, and I have built our business by treating clients as we would want to be treated. T

his is a simple idea that we believe goes farther than finance. My clients can expect a high level of service at our branch. I focus on serving relationships based on unique financial needs including:

- Individual investors who want to build a workable financial strategy that includes saving for retirement, living in retirement, or creating a legacy for their loved ones.

- New investors looking to create a financial budget to get out of debt and change their financial future.

- Small business looking for alternative ways to attract new talent while showing value and appreciation to their employees by saving money on taxes. Heidi Spicer joined the firm in 2015 and is devoted to providing you with an ideal client experience. Outside of the office, Heidi enjoys spending time with her family and baking new treats. Together, Heidi and I are dedicated to providing you with highly personalized service to help you obtain your unique, long-term financial goals.

We've made finding a financial advisor easier. Answer a few questions about yourself, and we'll recommend local financia...
08/31/2021

We've made finding a financial advisor easier. Answer a few questions about yourself, and we'll recommend local financial advisors who are ready to help you achieve your financial goals. Check it out.

Choose the best financial advisors for your needs, from retirement savings to wealth strategies. Take the Edward Jones Match quiz today.

Leaving a job? Let's connect to review your options for your existing 401(k).
07/29/2021

Leaving a job? Let's connect to review your options for your existing 401(k).

Know the 401(k) options available to you when you experience a job change. Should you leave it, roll it over or move it?

Check out these boredom busters for winter. [EDJ2020]
12/21/2020

Check out these boredom busters for winter. [EDJ2020]

Winter blues be gone!

Take a look at how to discuss the holiday season during this unusual year with your children, from ages 5-22. [EDJ2020]
12/19/2020

Take a look at how to discuss the holiday season during this unusual year with your children, from ages 5-22. [EDJ2020]

As with most parenting challenges, the good news is your kid will be fine. The bad news is it requires work on your part

If you’re having a smaller holiday gathering, check out these 20 small-batch recipes for apps, entrees, sides, and desse...
12/17/2020

If you’re having a smaller holiday gathering, check out these 20 small-batch recipes for apps, entrees, sides, and desserts that serve up to six. [EDJ2020]

Enjoy the flavors of the holidays with practical portions.

The holiday season looks a little different this year – here's how you can still plan some moments to get in the spirit!...
12/15/2020

The holiday season looks a little different this year – here's how you can still plan some moments to get in the spirit! [EDJ2020]

Here's how to safely recreate your favorite holiday traditions this year during the COVID-19 pandemic, including virtual Secret Santa and drive-thru Christmas lights.

We honor our veterans and thank you for your service and courage. [EDJ2020]
11/11/2020

We honor our veterans and thank you for your service and courage. [EDJ2020]

Veterans Day Ecard

Building good financial habits in your 20s can lead to greater financial satisfaction in your future. [EDJ2020]
10/12/2020

Building good financial habits in your 20s can lead to greater financial satisfaction in your future. [EDJ2020]

In your 20s: Start down the right financial path

Address

3011 S Lindsay Road STE 103
Gilbert, AZ
85295

Telephone

+14808993476

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