Edward Jones - Financial Advisor: Noah Marks

Located in Lafayette, LA, Edward Jones stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in personalized guidance, they focus on delivering tailored solutions in investment management, retirement and estate planning, and education savings programs. Across the nation, dedicated financial advisors are readily available to foster strong relationships with clients, providing consultations and continuous support to aid them in preparing for the changing phases of life. At Edward Jones, the emphasis is on individualized client attention, with a core principle of crafting bespoke strategies rather than offering a one-size-fits-all, transactional experience. This approach ensures that thoughtful planning is accessible to a diverse range of investors, setting the firm apart by making comprehensive financial planning a personalized and engaging journey for each client. Generated using this brand's available information

SpecialtiesGSF&L can help you with the organization and day-to-day tasks of bookkeeping, general ledger & financial statement preparation, accounting system selection, implementation and set up for new businesses, computerized payroll services, individual and business tax return planning & preparation, wealth management services, personal financial statements, business valuations, financial & retirement decisions and estate trust & gift planning. Through proper planning, we will set up strategies designed to minimize the tax you pay while increasing your cash flow. We feel that this is the first step that should be taken as we begin to help build our clients' wealth. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues. Our personal financial planning services will guide you in making the right choice

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.