M A D I S O N , M I S S I S S I P P I
Edward Jones is a financial services firm based in Missouri, but they serve investment clients all over the United States and Canada. Their branch network consists of more than 15,000 locations and 19,000 financial advisors. One amazing financial advisor located in Mississippi is Cindee Herlocker.
Cindee's focus is helping people plan for their retirement. There is so much more that goes into that type of planning. As she works through her client's path to retirement, things will change because people's approach to life will always change. She also helps her clients with estate planning. Estate planning can start early, young couples in their 30's and 40's need someone to help them because majority of that age group do not have policies in place outside of their work. Cindee is also no stranger to working with entire families for their estate planning. Everyone from grandma and grandpa along with their kids and their grandchildren. Cindee helps her clients with different types of inestments, structures, and make sure they are connected with good attorneys to protect all of their assets. There is a lot that goes into financial planning and Edward Jones has been working hard to refine their wealth management process.
Cindee's focus is helping people plan for their retirement. There is so much more that goes into that type of planning. As she works through her client's path to retirement, things will change because people's approach to life will always change. She also helps her clients with estate planning. Estate planning can start early, young couples in their 30's and 40's need someone to help them because majority of that age group do not have policies in place outside of their work. Cindee is also no stranger to working with entire families for their estate planning. Everyone from grandma and grandpa along with their kids and their grandchildren. Cindee helps her clients with different types of inestments, structures, and make sure they are connected with good attorneys to protect all of their assets. There is a lot that goes into financial planning and Edward Jones has been working hard to refine their wealth management process.
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