Edward Jones - Financial Advisor: Evan Jaramillo

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.

Located in Albuquerque, NM, Edward Jones - Financial Advisor: Mary Bunch provides a haven for individuals, families, and small businesses seeking expert financial guidance. Specializing in investment management, retirement planning, and estate planning, this firm offers personalized solutions tailored to each client's unique needs and goals. Mary Bunch, a dedicated financial advisor, brings a wealth of knowledge and a commitment to fostering strong advisor-client relationships to help clients navigate life's financial complexities with confidence. At Edward Jones - Financial Advisor: Mary Bunch, thoughtful planning takes center stage, ensuring that clients receive customized strategies rather than a one-size-fits-all approach. With a focus on accessibility and individualized care, this firm stands out for its consultative approach and ongoing support that empower clients to prepare for the ever-changing landscape of their financial journeys. Whether it's education savings programs or comprehensive investment management, Mary Bunch and the team at Edward Jones are dedicated to providing reliable guidance and support every step of the way. Generated using this brand's available information

SpecialtiesOur Investment PhilosophyWe do not believe in market timing. We believe in long-term investing, and in designing an investment portfolio that is customized to match each clients cash flow needs and long-term goals.We are not stockbrokers or traders, and we typically follow a buy and hold strategy. However, buy and hold does not mean buy and neglect. We consistently analyze various mutual funds, and we recommend changes to our clients investment accounts based on our due diligence process.