Jay Freeman Email & Phone Number

As a former Chief Financial Officer(over 10 years), I've found that I enjoy helping people and businesses with their financial needs and goals. I take this responsibility serious and feel that it is important that I fully understand the needs of my clients in order to be effective. As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and business owners on creating and implementing strategies that work toward their specific goal(s). I can help you plan for retirement, live in retirement, save for college, manage a business retirement plan or just try to protect the assets you already own.In order to accomplish any strategy, I begin by listening to understand the needs of the client first before I begin to help establish the strategy necessary to accomplish the financial goals of individuals and/or businesses. Once we have an understanding of the needs and goals, we develop and implement an effective strategy and then review it periodically to make sure we are taking the necessary steps in order to complete the goals we've setup.It's important for me to take the time to educate and communicate the strategies and investments we will be using so that you, the client can feel more comfortable with the decisions being made to meet your needs./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Purchasing, P&L, Working Capital Management, Negotiation, and 12 others.