Blue Sky Financial Partners

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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

HistoryThe business name - Treehouse Financial is the result of summer vacations from school, being in the woods and building a treehouse. The fun was being with friends and building something. It was the journey as much as it was the end result. We enjoy building business success and share that passion with our clients and their businesses.SpecialtiesWe specialize in helping small and medium sized businesses achieve financial success. We assist them in defining their business vision, make sure all their strategies are consistent with their vision, develop a scorecard, and perform regular reviews to compare the scorecard against their financial performance. We help business owners stay on target to meet their profit objectives. We have unique financial models to assist the decision making process. We become part of the business owners support team.