Deciding how to save and invest your money for retirement can be hard to understand.
That’s where it helps to have a trusted adviser to lead the way, like EJ Semmerling of Edward Jones.
A Chicago and Tampa area native, Semmerling earned his bachelor’s degree at the University of Florida and his MBA at the University of Tampa. Although he worked in a traditional bank setting previously, he found the process of learning clients’ life and financial goals and helping them to achieve those goals to be particularly rewarding. That’s what led him to become a financial advisor with Edward Jones.
Although many financial planning companies have their roots in New York City, Edward Jones was started in St. Louis Missouri. It established itself as the advising firm for everyday workersin rural America. This tradition to help a wide range of clients—not only the most wealthy—continues at Edward Jones. In fact, if you look around the Bradenton and Sarasota area, you’ll find Edward Jones offices at many prominent locations. In Manatee County alone, there are more than 20 Edward Jones advisors. That helps the firm maintain its accessibility.
Edward Jones is an employee-owned partnership, so it does not have to answer to shareholders.
Semmerling knows how to listen to clients needs and risk tolerance, and he can explain complicated financial concepts in easy-to-understand terms. Whether you’re a seasoned stockbroker or a server completely new to retirement investing, Semmerling can make a connection with your financial knowledge. He’ll review your retirement goals, how much money you may have saved, and then help you create a plan to improve your retirement savings. Even if you’re not ready to make a huge savings commitment, Semmerling can help set you on a course of setting stable, solid goals.
Semmerling’s office is located in Bradenton. To set an appointment, call him at 941-727-0204.
Call Secure Aging to Find Out How We Can Help Seniors With Financial Management
At Secure Aging in Bradenton, we transform the weight of the world into a sigh of relief for our senior clients and their concerned family members. The mission of Secure Aging is to protect and preserve our client’s independence and dignity through careful and thoughtful financial and care management. As our clients age, it is their desire to remain independent and age with dignity. Our services protect our clients from talented con artists looking to exploit and deplete the financial resources of our vulnerable seniors. Secure Aging helps families in Manatee County and Sarasota County and in and around the communities of Anna Maria, Bradenton, Bradenton Beach, Ellenton, Holmes Beach, Lakewood Ranch, Longboat Key, Myakka City, Palmetto, Parrish, and Sarasota. Call us at 941-761-9338, or visit us online at www.secureaging.com.
