Heritage Investment Management

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kerrville, TX area, Dawn Collum will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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

Hello, my name is Steve Wade. I'm an independent financial consultant in Fredericksburg, Texas with over a decade of experience in the investment industry. Financial advisors play an important role in managing your total financial life. As an independent financial advisor, I have access to independent research, state-of-the art technology, and innovative investment tools which allows me to devote my full attention to your needs and objectives. With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a professional. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish a financial plan, provide strategies focused on your needs, and help you stay on track.