Edward Jones - Financial Advisor: Nikki Li

Edward Jones - Financial Advisor: Nikki Li At Edward Jones, we think you should have a frank conversation about your financial objectives. Our staff can help you design a sound retirement plan and save for your child's education with easy-to-use financial planning tools. We offer tax planning. That's what I do as a financial advisor. I want to hear about you and your family. Your lifestyle, your kids' continuing education and inheritance for their future. Together we will guide you through the developments in your life, and we will personalize the solutions. We also evaluate and track your progress over time to ensure you reach your objectives. We can speak English and Chinese Mandarin. When I was working in a bank, I realized that money management was my passion. You must recognize that every person's life and financial situation are unique. Personal service is vital in matching clients with the best investment products and services. Each client has a team at Edward Jones. Professional investment product specialists and home office personnel help me to deliver first-class personalized service and exceptional financial support.