Financial consultant Edward Jones – Financial Advisor: Chad Shields, AAMS® 406 5th St, Brookings, SD 57006

Services Offered

• Investment Management
• Retirement Planning
• Tax Planning and Preparation
• Financial Goal Setting

How Engagements Work

When you engage with our services, you can expect a comprehensive discussion about your financial situation and objectives. We focus on understanding your needs to tailor a financial strategy that aligns with your goals.

What Documents to Bring

During your initial consultation, it's helpful to bring documents such as:

• Recent tax returns
• Investment account statements
• Retirement account information
• Debt statements (e.g., mortgage, student loans)

Compliance Notes

Our financial consulting adheres to industry regulations and standards to ensure that your information is handled with the utmost care and confidentiality.

Directions

Find us at 406 5th St, Brookings, SD 57006. Click for directions on Google Maps.

FAQs

• What services do you offer? We provide a range of financial consulting services including investment management, retirement planning, and tax preparation.
• How can I schedule a consultation? You can call us at (605) 692-6321 to set up an appointment.
• What should I bring to my first meeting? Please bring your recent tax returns, investment account statements, and any debt statements.
• Is there a fee for your services? Fees may vary based on the services provided. We will discuss this during your consultation.
• How do I stay updated on my investments? We provide regular updates and reviews of your investment performance and financial strategy.
• What is your investment philosophy? We focus on long-term growth and personalized strategies that align with your risk tolerance and financial goals.
• Can you help with retirement planning? Yes, we specialize in retirement planning to ensure you are prepared for your future.
• What is the best way to contact you? You can reach us by phone at (605) 692-6321 or visit our office at the address above.