John Serb Email & Phone Number

Ranked 2024 Forbes Top-Next-Gen Wealth Advisors Best-In-State.As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.Disclosures: 2023– 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State for MI, published in August each year, research by SHOOK Research LLC. data as of March of the same year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include New Business Development, Management, Account Management, Process Improvement, and 19 others.

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  Eastern Michigan University

  Bachelor Degree