Financial consultant Edward Jones – Financial Advisor: Joseph A Paredez, CFP®|ChFC®|AAMS®|CRPC™|CRPS™ 1461 Hooksett Rd A-3, Hooksett, NH 03106
At Edward Jones, Financial Advisor Joseph A. Paredez, CFP®, ChFC®, AAMS®, CRPC™, and CRPS™ specializes in providing comprehensive financial consulting services tailored to meet your individual needs. Located at 1461 Hooksett Rd A-3 in Hooksett, NH, Joseph and his team are dedicated to helping clients with investment strategies, retirement planning, and wealth management. Whether you're looking to start investing, plan for retirement, or manage your assets, you can reach out to Joseph by calling (603) 669-9696 or by visiting the Edward Jones website to learn more.
How We Help
At Edward Jones, we focus on understanding your unique financial situation and goals. Our services include:
- Investment Management
- Retirement Planning
- Wealth Management
- Life Insurance and Annuities
- Education Savings Plans
We believe in a personalized approach, working closely with you to develop a tailored financial plan that aligns with your future aspirations. To get started, schedule a consultation with us, where you’ll discuss your financial goals and the strategies we can implement to help you achieve them.
What to Bring to Your Consultation
When you meet with us, it’s helpful to bring the following documents:
- Recent bank statements
- Investment account statements
- Retirement account information
- Income statements (pay stubs, tax returns)
- Any relevant insurance policies
FAQs
- What services do you offer? We offer a variety of financial services including investment management, retirement planning, and wealth management tailored to your needs.
- How do I schedule a consultation? You can schedule a consultation by calling our office at (603) 669-9696 or by visiting our website.
- What is your fee structure? Our fees are typically based on the services provided and are discussed during your initial consultation.
- Can you help with retirement planning? Yes, we specialize in retirement planning and can help you create a strategy to meet your retirement goals.
- What should I bring to my first meeting? It’s beneficial to bring recent financial statements, income information, and any relevant documents related to your financial situation.
- Do you offer investment advice? Yes, we provide personalized investment advice tailored to your goals and risk tolerance.
- How often should we meet? We recommend regular meetings, typically annually, but you can meet with us as often as needed based on your financial situation.
- Are you a fiduciary? Yes, as a fiduciary, we are committed to acting in your best interests at all times.
Informational only — not legal, financial, or insurance advice.
Financial consultant Edward Jones – Financial Advisor: Joseph A Paredez, CFP®|ChFC®|AAMS®|CRPC™|CRPS™
1461 Hooksett Rd A-3, Hooksett, NH 03106
(603) 669-9696
https://www.edwardjones.com/us-en/financial-advisor/joe-paredez
Rating 5.0 of 3 reviews
Directions
Others Nearby
CPA Financial Advisor in Manchester New Hampshire