Edward Jones

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

Our Gallatin-based team has spent more than twenty-five years helping individuals and families across the southeast make critical decisions with their wealth. Whether you are saving for or nearing retirement, selling a business, or transferring wealth to the next generation, we create a customized, comprehensive plan designed to help achieve your goals. Comprehensive planning: Our team specializes in constructing your financial plan to help meet specific goals. Our areas of expertise include retirement planning, investment management, tax, estate and insurance planning. Extensive experience with: Executives, physicians, widows, entrepreneurs and small business owners. Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors and provides access to private markets for those who qualify.