Edward Jones Financial Advisor- Jamie Fort

I look to partner with individuals and families who are serious about reaching their long-term financial goals. Using an established process, I help my clients build customized financial strategies that are designed to help achieve their goals. I tak...

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About Edward Jones Financial Advisor- Jamie Fort


About Us About Us
About Us About Us

I look to partner with individuals and families who are serious about reaching their long-term financial goals. Using an established process, I help my clients build customized financial strategies that are designed to help achieve their goals. I take the time to truly listen to my clients and gain an understanding of what is important to them. Once the plan is in place, I maintain regular contact with my clients to address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs and attorneys, always keeping client information confidential.

 

I genuinely love my job as a financial advisor because what I do makes a difference in the lives of friends, family, and my community. I want every one of my clients to have choices in their futures. Through careful financial strategies, I help my clients achieve a variety of goals, including saving for retirement, planning for college expenses, and creating legacy plans. I serve a diverse group of people, from individual investors to families to business owners, and I pride myself in providing exceptional client service.

Anthem Area Chamber of Commerce
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Anthem Area Chamber of Commerce

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