Financial consultant Edward Jones – Financial Advisor: Steve Schaefle 70 Kekuanaoa St Suite 340, Hilo, HI 96720

At Edward Jones, Financial Advisor Steve Schaefle specializes in providing personalized financial consulting services to clients in Hilo, HI. With a focus on understanding your unique financial goals, Steve offers expert guidance in areas such as investment planning, retirement strategies, and wealth management. To learn how Steve can help you achieve financial success, call him at (808) 969-3661 or visit his office at 70 Kekuanaoa St Suite 340, Hilo, HI 96720.

Our Services

At Edward Jones, we offer a range of financial services designed to meet your needs:

  • Investment Planning: Develop a tailored investment strategy that aligns with your goals and risk tolerance.
  • Retirement Planning: Create a comprehensive plan to help ensure you have the income you need in retirement.
  • Wealth Management: Manage your investments and assets for optimal growth and stability.
  • Tax Strategies: Understand the tax implications of your investments and how to minimize your tax burden.

What to Expect During Your Consultation

Your initial consultation with Steve will involve discussing your financial goals, current situation, and any concerns you may have. Please bring relevant documents such as income statements, investment accounts, and any existing financial plans to maximize the effectiveness of your meeting.

Helpful Resources

Frequently Asked Questions

What services do you provide?
We provide investment planning, retirement strategies, wealth management, and tax planning services.

How do I prepare for my consultation?
Please bring any relevant financial documents, including income statements and current investment portfolios.

What are your fees?
Our fees vary based on the services provided and investment amounts. We can discuss this during your consultation.

Can I schedule a virtual consultation?
Yes, we offer virtual consultations for your convenience.

What is your investment philosophy?
Our approach focuses on understanding your unique goals and tailoring investments accordingly.

How often will we meet?
Meeting frequency can vary based on your needs, but we recommend regular check-ins at least annually.

What types of clients do you work with?
We work with individuals, families, and businesses seeking financial guidance.

Do you provide ongoing support?
Yes, we offer ongoing support and adjustments to your financial plan as needed.

Informational only — not legal, financial, or insurance advice.

 

Financial consultant Edward Jones – Financial Advisor: Steve Schaefle
70 Kekuanaoa St Suite 340, Hilo, HI 96720
(808) 969-3661

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