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How I serve clients In English, the name “Jeremiah” means “To Cause to See.” True to this definition, my goal is to make a difference in the lives of all the people I encounter - both professionally and personally. To that end, I have always taken my work personally with passion and purpose. I have done this in partnership with a strong team and with a commitment to clients without conflict of interest. My work family includes many colleagues and leaders who value trust, loyalty, and partnership. For this reason, I have called Edward Jones my firm for the past seven years. I believe the most essential aspect of my work is that it puts the interests of the client first and is fiduciary. I have worked every day on the same side of the table as my clients, and I have been proud of the work we have accomplished together. I have learned from my clients that their success is my success. My clients are the most important part of what I do, and I am dedicated to understanding their goals and dreams. My clients have unique lives and all of them have a custom financial plan. Together we follow a proven process with all aspects of their financial situation. We leverage our team and tools, we create, refine, and refinance their strategy continually to achieve their goals. My firm and team are focused on your success. Edward Jones may have over ten thousand employees and the most up to date technology to support our office. We work for your family’s long-term goals. We work together to meet these goals, and there are many avenues we can pursue together. Personally, my almost 10 years in finance and my PFP (Personal Financial Planner) license, which is still in good…
 
Jeremiah's reviews strongly suggest that he is a superb and consummate financial advisor with an in-depth knowledge of the industry. He is patient, skilled at listening, and effectively communicates financial benchmarks to clients. He is not only an asset to his clients, but he is also known for taking the time to educate others about finances, regardless of whether they are clients. Clients believe he is professional, caring, and helpful, with clear financial planning objectives. Jeremiah's ability to illustrate complex financial topics using simple terms and visuals has had a substantial impact on several clients, making it easy for them to comprehend. The review indicates a high success rate in the couple, who are happily preparing for their future. Therefore, Jeremiah stands out as a superior financial advisor who can provide guidance on fulfilling retirement and financial goals. Necessarily, the couple left a fantastic review for any prospective clients needing financial assistance.