Company Description
At Edward Jones in Woodland Park, our aim is to help our clients make sense of investing and achieve their financial goals. Led by Financial Advisor Lee F. Taylor, AAMS®, our knowledgeable team is dedicated to providing personalized advice and guidance on a wide range of financial matters.
We specialize in Individual Retirement Accounts (IRAs), mutual funds, and retirement planning, helping our clients navigate the complexities of retirement investing and ensuring their savings are well-aligned with their long-term objectives. Additionally, we offer educational savings bonds, certificates of deposit, and tax-advantaged investments, tailored to meet the unique needs and preferences of each client.
With a focus on delivering exceptional customer service, we strive to create a welcoming and supportive environment where clients can confidently seek advice on building wealth, growing their investments, and planning for a secure future. We understand that investing can be overwhelming, which is why we are committed to demystifying the process and providing clear, actionable strategies.
As a member of the Greater Woodland Park Chamber of Commerce, we are deeply rooted in the local community. Our office, conveniently located at 400 W Midland Ave/Hwy 24, Ste. 125, is housed in the Woodland Professional Building. We encourage individuals to call or stop by today to discover how we can help them achieve financial success and security. Visit our website, www.edwardjones.com, for more information on our services and to schedule a consultation.
At Edward Jones, client satisfaction is our priority. As a member of the Securities Investor Protection Corporation (SIPC), we offer peace of mind that our clients' investments are protected. Trust us to make sense of investing and guide you on the path to financial prosperity.
Products & Services
certificates of deposit , tax-advantaged investments , Retirement Planning , educational savings bonds , individual retirement accounts (IRAs) , Mutual Funds