Edward Jones-Financial Advisor: Tara Rotfeld

Edward Jones-Financial Advisor: Tara Rotfeld Investments, Estate Considerations, retirement planning Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

Member SIPC. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing indiv

idualized strategies to help you reach them. My branch office administrator, Gennell and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/tara-rotfeld for more information.
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We participated in the   today! Please consider donating to my team to help us find a cure 😊❤ http://act.alz.org/goto/ta...
09/07/2019

We participated in the today! Please consider donating to my team to help us find a cure 😊❤ http://act.alz.org/goto/tarasteam (Click on Tara's team and donate to the team)

This decade is a balancing act between taking care of today's needs and planning for the future.
10/05/2018

This decade is a balancing act between taking care of today's needs and planning for the future.

Where are you now, and where do you want to be?

I am Walking to End Alzheimer’s for my friends, family and loved ones. Please donate to my team today. Together we can e...
08/30/2018

I am Walking to End Alzheimer’s for my friends, family and loved ones. Please donate to my team today. Together we can end Alzheimer’s!

I am Walking to End Alzheimer's. Donate today and help me reach my goal.

From developing and reviewing your strategy to focusing on what you can control, these time-tested rules can help steer ...
07/30/2018

From developing and reviewing your strategy to focusing on what you can control, these time-tested rules can help steer your portfolio in the right direction.

Of course your investment goals are unique – but I believe these are good rules of thumb.

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Waukesha, WI
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