Edward Jones - Financial Advisor: Corey Shaffer, CRPC™

Asset Advisors, LLC offers a wide range of financial planning services, including investment management, retirement planning, tax planning, college planning, estate planning, and more. We work with individuals and families of all ages and income levels to help them achieve their financial goals. We are committed to providing our clients with the highest level of service and education. We believe that every client is unique, and we take the time to understand their individual needs and goals. We then develop a customized financial plan that is designed to help them reach those goals. We are also committed to staying up-to-date on the latest financial trends and developments.

At Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Mount Vernon, WA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.