Webster Investment Advisors

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Our story is about our clients and the commitment we have to improve their lives. Founded by Terry Hefty in 1994 and registered as an Investment Advisor with the SEC in 1996, our mission has always been to empower families and individuals by building relationships of trust around personalized financial advice. We pride ourselves on helping families and investors formulate and execute a plan to reach their personal goals, protect their wealth, and feel secure in their financial future. Our clients lead full, busy lives, so we dig in, plan, execute, and through it all provide guidance, support, and peace of mind. In practice, the Peak approach is built on a foundation with three components: Structure, Strategy, and Discipline. Every client