Contact Info
Edward Jones-Dale E. Roethemeyer
Dale Roethemeyer
1525 Bowles Ave
Suite B
Fenton, MO, 63026
Phone: 636-343-9953
Fax: 877-452-4303
Visit our Website
Services
- Portfolio & Retirement Plan Reviews
- Retirement Accounts: IRA's & Roth's
- Business Retirement: 401k, SEP, Simple
- Retire Plan Rollovers & Consolidations
- Mutual Funds
- Education Savings: 529 & Coverdell
- Equity Investments: Stocks & UIT's
- Fixed Income: Muni-Bonds & CD's
- Systematic Investing
- Annuities: Fixed, Immediate, Variable
Hours of Operation
8:00 am to 4:30 pm
About Us
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know.
We'll Impress You
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today see how personal service can make a difference.
Our Guarantee
Individuals who are interested in wealth transfer & tax minimization strategies. A successful retirement involves a plan for the expected and the unexpected. Your portfolio needs to be positioned for both.
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