January-February 2018 | EDWARD JONES

Maura Vlachos, branch office administrator and Charles G. Adams, AAMS®



Make sense of investing

As a trusted Edward Jones financial advisor, Charles Adams, AAMS® is always focused on what is most important to his clients. Charles notes, “It’s important to understand the level of risk they’re comfortable accepting when investing, so we can balance it with the steps necessary to reach their long-term goals.”

Whether his clients are preparing for retirement, living in retirement, saving for college or planning their estate and inheritance, Charles works closely with each of them to develop personalized strategies to help clients achieve their financial goals. Charles emphasizes that he partners with his clients throughout their lives to help them stay on track.  Through it all, Adams is dedicated to providing superior service.

Edward Jones offers numerous investments and services to help clients reach their financial goals, including smart spending and borrowing options, retirement planning, paying for education, estate considerations, protection of assets, life insurance and long-term care needs.


Member SPIC

There are no comments. Be the first to post a comment.