Edward Jones
About
Jonah Lemieux is an Edward Jones financial advisor in Woburn who helps individuals, families and businesses build a comprehensive financial plan tailored to their needs. His stated aim is to make sure clients have the right money in the right place at the right time. Planning conversations cover saving for retirement, saving for college, business transitions and the other major financial decisions that come up over a lifetime.
His areas of focus include retirement savings and retirement income strategies, business retirement plans and intergenerational planning, which looks at how wealth moves between generations of a family. The branch also includes an associate financial advisor trainee and a senior branch office administrator. Edward Jones itself is a St. Louis-based investment firm founded in 1922 that serves individual investors through local branch offices nationwide.
What to Know
- Kylah Coffey is an associate financial advisor trainee at the branch.
- Kathleen Bardell, senior branch office administrator, holds the FPQP designation.
- The office is a member of the Medford, Winchester and Woburn chambers of commerce.
Is this your business?
Claim it to add hours, photos, a description and a spotlight story.