Edward Jones - Keaton McDaniel, will work to help you achieve your financial goals. We serve only individual investors and business owners. Our nearly 7 million clients have the benefit of working with a firm that is focused on the needs on individual investors, not institutional clients. As a result, everything we do is focused on helping you reach your long-term financial goals. Whether it's the investments we offer, the services we provide the offices where we work or the tools we use, all were developed with you in mind. We specialize in Investments, Annuities, Certificates of Deposit, Equity Investments, Fixed-income Investments, Insurance, Money Market Funds and Mutual Funds.
Our services include Business Retirement Plans, Cash Management Programs, Check Writing and Debit Cards, Education Savings Plans, Edward Jones Advisory Solutions, Equity Research, Estate considerations and Trust Services, Financial Calculators, Individual Retirement Plans, Insured Bank Deposit Program, Investment Banking, Investor Education Programs, Managed Account Program, Mortgages and Home Equity Financing, Online Account Access, Personal Lines of Credit, Portfolio and Retirement Plan Reviews, Retirement Plan Rollovers and consolidation as well as Systematic Investing.
It's more than just money. You invest because you have specific financial goals and the desire to provide for yourself and your family. That's why at Edward Jones, we believe it's critical to understand what's important to you and your family to help you identify and reach your financial goals. While there are many ways to do this, we believe that following a systematic five-step approach can help ensure our discussions will be thorough. This process also will help lead us to personalized solutions that can help you prepare for and work toward reaching your financial goals.
Step 1. Where am I today?
You and Keaton McDaniel, Edward Jones financial advisor, will determine your current needs. This will help provide an overview of your current situation.
Step 2. Where would I like to be?
After determining where you are today, your financial advisor can help you take the next step to set your specific goals.
Step 3. Can I get there?
Together with your financial advisor, you can work to create and implement strategies that can help you achieve your goals.
Step 4. How do I get there?
Your financial advisor can help you select the appropriate mix of investments based on your financial goals, risk tolerance and time frame.
Step 5. How can I stay on track?
Meeting on a regular basis with your financial advisor can help determine whether you should make any adjustments to your portfolio.
Committed to a Long-term Philosophy
We offer many investments and services. However, one thing remains steadfast: our investment philosophy. We emphasize buying quality investments, diversifying them and holding them for the long term while helping to reduce risk - rather than trying to drive short-term profit. Our goal is to provide time-tested investment advice and offer quality investments and services that serve our clients well over the years. And we believe this philosophy aligns with our clients’ needs.
A Personal Approach to Investing
The personal, face-to-face relationship between an investment professional and a client is key to our business. That's why we locate our offices conveniently in the communities we serve - with more than 11,000 offices in the US and through our affiliate in Canada. It’s also our belief that our clients prefer to do business with people they know and trust, rather than over the telephone or through a call center. That's why they choose to receive personal service from someone they know - someone who understands their entire financial picture.
The Choice is Yours
Although investment trends and fads come and go, our set of business principles remains the same. We serve just one client: the serious, long-term individual investor. Our investment philosophy emphasizes quality and a well-diversified portfolio. We believe that personal relationships are key to helping you reach your financial goals. To learn more about how we can help you make sense of investing, please call Keaton today at 281-419-7891 or visit http://www.edwardjones.com/en_US/fa/index.html&CIRN=425371
I look forward to getting to know you!
Monday - Thursday: 8:00am - 5:00pm
Friday: 8:00am - 4:00pm
Evenings & Saturday: By Appointment