Edward Jones - Financial Advisor: Cooper Helm

Edward Jones - Financial Advisor: Cooper Helm Member SIPC. What sets us apart in our industry is we truly care about the success of the clients, companies and employees we serve.

Through practice and experience we have learned our clients have complex needs and we act as the quarterback, helping to improve their overall financial situation. Most company goals have changed over the years, however their 401(K) still lives in the past, not providing the value possible to the owners or employees it serves. Our reviews consist of benchmarking fees and investments, discussing or

ganizational goals, determining educational opportunities and overall plan design. These reviews are designed to demonstrate to owners what a comprehensive 401(K) plan looks like. For the companies we serve, we are confident in our on-going service model designed to prepare employees retirement readiness and success while adapting to the everchanging company needs. We believe that by serving our clients well and by doing what is in their best interest, we are able to make an impact and help more people on their financial journey.. My wife, Katie, and I were married in 2015 and joyfully added our son, Oliver, in 2021. Our faith is an important aspect of our lives and family is of upmost importance to us. We love spending time in the outdoors, hiking, fishing and biking.
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Had a blast playing in the local charity event supporting special needs kids in Peachtree City. Walked away with the lon...
04/26/2023

Had a blast playing in the local charity event supporting special needs kids in Peachtree City. Walked away with the long drive trophy 🏆

Back in Washington for a few days catching up with some friends and clients! Nowhere quite like your hometown!
03/16/2023

Back in Washington for a few days catching up with some friends and clients! Nowhere quite like your hometown!

Sometimes you need to “let a line out” when you need help…Questions on business structure, tax deferral strategies, tax ...
02/28/2023

Sometimes you need to “let a line out” when you need help…

Questions on business structure, tax deferral strategies, tax loss harvesting, ERISA 401k management, long term investing or your financial goals.

Let me know 👍

02/01/2023

“Do not wait; the time will never be ‘just right.’ Start where you stand, and work with whatever tools you may have at your command, and better tools will be found as you go along.”
-Napoleon Hill

Mini-Me! Been putting in some great work to start 2023. Excited to further our reach in the Atlanta area this year and c...
01/26/2023

Mini-Me!

Been putting in some great work to start 2023. Excited to further our reach in the Atlanta area this year and continue to serve others well!

Toys for Tots was a huge success! Thank you to all our generous clients and friends!
12/16/2022

Toys for Tots was a huge success! Thank you to all our generous clients and friends!

Awesome trip to the PNW. Lots of client meetings in the PNW and a great time Elk hunting in Idaho! Some amazing country!...
11/29/2022

Awesome trip to the PNW. Lots of client meetings in the PNW and a great time Elk hunting in Idaho! Some amazing country! So nice getting outdoors.

Katie and I had a great time up in Cape Code. First time exploring the North East. Very cool place!So much of the US I ...
10/06/2022

Katie and I had a great time up in Cape Code. First time exploring the North East. Very cool place!

So much of the US I still haven’t seen!

In this update, we review last week's market performance and take a look at what the week ahead could hold.
12/26/2021

In this update, we review last week's market performance and take a look at what the week ahead could hold.

A summary of last week's market highlights and economic news.

Interested in learning more about last week's market and what this week could hold? Take a look at this update.
12/18/2021

Interested in learning more about last week's market and what this week could hold? Take a look at this update.

A summary of last week's market highlights and economic news.

For a review of last week's market and guidance for the week ahead, take a look at this report.
12/11/2021

For a review of last week's market and guidance for the week ahead, take a look at this report.

A summary of last week's market highlights and economic news.

Check out our weekly market update for news on last week's market and guidance for the week ahead.
12/04/2021

Check out our weekly market update for news on last week's market and guidance for the week ahead.

A summary of last week's market highlights and economic news.

Address

6000 Shakerag Hill STE 200
Peachtree City, GA
30269

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+6785192848

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