Edward Monserrate - Ameriprise Financial Services

The advisor listed is an Ameriprise financial advisor in Springfield. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. How will you be brilliant?...

Located in the heart of downtown Springfield, MO, Evans Wealth Planning strives to provide an exceptional client experience. We use a comprehensive and holistic investment approach for your wealth that integrates your long term goals with financial solutions using a planning based consultative approach. Understanding our clients is at the root of what we do. Before making any financial decisions, we will spend as much time as necessary assessing your needs and developing a uniquely designed plan that fits with your lifestyle. We pride ourselves in the process we take to ensure our client's needs are met.

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