Edward Jones Investments

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.

Located in Portland, TN, Edward Jones Investments - Sundi S Puckett is a financial services firm specializing in aiding individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Through personalized guidance, they highlight bespoke solutions encompassing investment management, retirement and estate planning, and education savings programs. With a network of dedicated financial advisors spanning the nation, the firm places a premium on fostering robust advisor-client connections by offering consultations and continuous assistance to assist clients in preparing for the various stages of life. At Edward Jones Investments, the focus is on delivering individualized care to clients by crafting tailored strategies, rather than a one-size-fits-all, transactional approach, ensuring that strategic planning is within reach for a diverse range of investors. Generated using this brand's available information