| Edward Jones - Cody Phillips, Financial Advisor
| 503 Blount Ave
Guntersville, AL 35976 | | (256) 582-5400 | | Fax (888) 416-7477 |  |
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Get in touch with me here: edwardjones.com/us-en/financial-advisor/cody-phillips
|
Member Since 2009 |
|
| Edward Jones - Jacob Murphy, Financial Advisor
| 1325 Gunter Avenue
Guntersville, AL 35976 | | (256) 582-8007 | |
I utilize an established process to assess my clients' financial value system and begin to form an individualized portfolio objective to obtain their financial goals. I then partner with my clients every step along the way to ensure they stay on track to meet their goals and provide advice and guidance as life events occur. I have built my business on the values of hard work, integrity and thoughtfulness. Every day I come to work, I strive to give my clients the time, effort and care to get to know them on a personal level and provide them with the highest level of service possible.
I believe the true value of a financial advisor shows in the toughest times of a person's life; to know someone truly has your back and your family's best interest at heart is something that can't be quantified. I hope to have the privilege to get to know you and your family better. Please feel free to reach out and give me a call. I look forward to hearing from you.
|
Member Since 2023 |
|
|
| Edward Jones - Janna Carroll, Financial Advisor
| 1632 Gunter Avenue
Guntersville, AL 35976 | | (256) 582-7587 | | Fax (256) 416-7477 | |
| As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. |
Member Since 1999 |
|
| Team Wealth Solutions
| 400 Gunter Ave
Guntersville, AL 35976 | | (256) 571-9797 | |
| Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals. |
Member Since 2021 |
|