Edward Jones - Financial Advisor: Aaron M Ogea, CFP®|AAMS®

Sure we’re accountants, but to our clients, we are also trusted advisors and friends — beyond taxes and audits. They call us before the big decisions, because that’s what we’re here for. We could hang our hat on the fact that we’ve been in business for 61 years, but that would just mean we’ve bee...

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.

Located in the heart of New Iberia, Louisiana, Edward Jones stands out as a distinguished financial services firm specializing in assisting individuals, families, and small businesses in achieving their financial aspirations. Their expertise lies in offering personalized guidance that centers on tailored solutions spanning investment management, retirement planning, estate planning, and education savings programs. At Edward Jones, a network of dedicated financial advisors extends across the country, fostering strong advisor-client bonds through consultations and continuous support to equip clients for the diverse phases of life. Edward Jones sets itself apart by focusing on individualized client care, crafting bespoke strategies rather than providing a one-size-fits-all, transactional approach. By prioritizing thoughtful planning and accessibility, the firm ensures that a wide range of investors can benefit from their services, making financial planning a personalized and meaningful journey for all who seek their expertise. Generated using this brand's available information