Edward Jones - Financial Advisor: David K Phares II, CFP®

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Greenwood is here for you, serving the southern portion of the Indianapolis metro area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.