“As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.” – Patrick Ellestad
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, you and Patrick can work together to develop specific strategies to help you achieve your goals. You can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, he is dedicated to providing you top-notch client service.
- Investors Saving for Retirement
- College Savers
- Individuals with Insurance Needs
- Individuals with Estate Needs
Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. Edward Jones attributes a great deal of their success to their principles and personal, long-term approach to investing.
They have consistently been ranked among the best companies to work for by FORTUNE magazine, and their employees tend to stay with them for years. As a privately owned company, Edward Jones has a very personal feel that’s almost like family. And they’re very proud of that.
5690 Monona Drive
Monona, WI 53716