Edward Jones - Financial Advisor: Zachary Herrick

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

SpecialtiesFounded in 1919, Baird is a full-service, employee-owned diversified financial services company providing private wealth management, asset management and public finance services across the United States as well as investment banking, private equity and institutional research, sales and trading services globally. As a privately held and employee-owned company, Baird is able to maintain a steadfast client focus. Baird's unique balance of complementary businesses diversifies our revenues across market cycles and helps protect from cyclical volatility or unexpected environmental shocks in any one area. This gives us the financial strength to reinvest in our capabilities for clients in both good and challenging times.

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.