Edward jones financial advisor kelly ankeny
2650 Churn Creek Rd #140, Redding CA 96002
(530) 223-6550
Our team's objective is simple:
We want to understand what is most important to you. We use an established process to help you build personalized strategies to reach your goals and will partner with you throughout life to help keep you on track.
I came to Edward Jones in 2012 and have built my practice on that simple goal. We focus on understanding our clients' unique personal values and financial needs in order to create and deliver customized financial solutions. Our process includes identifying and tracking multiple short-term and long-term goals, communicating regularly to deliver timely information, working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions professionals and providing competent, comprehensive advice and guidance.
My Focus Areas:
401(k) Options | Business Retirement Plans |College Education | Estate and Legacy Strategies | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance | Portfolio Review | Portfolio Strategies | Strategic Planning | Retirement Planning | Wealth Preservation Strategies
