Edward Jones - Heidi Frank, Financial Advisor

About Us

Edward Jones Financial Services is a full-service financial advisory firm dedicated to helping individuals, families, and business owners build, manage, and protect their financial future through personalized guidance and long-term relationships. With a client-centered approach, Edward Jones financial advisors take the time to understand each client’s unique goals, values, and priorities, creating customized financial strategies designed to support every stage of life.
Whether planning for retirement, saving for college, growing wealth, protecting assets, or preparing a legacy for future generations, Edward Jones offers comprehensive financial solutions tailored to each client’s needs. Services include retirement planning, investment strategies, portfolio management, estate and legacy planning guidance, education savings plans, insurance and protection strategies, trust services, and business retirement plan solutions.
What sets Edward Jones apart is its commitment to personal service. Financial advisors work one-on-one with clients to simplify complex financial decisions and provide clear, thoughtful guidance in an ever-changing financial landscape. By building long-term relationships based on trust, transparency, and regular communication, Edward Jones helps clients feel confident and informed as they navigate important life and financial milestones.
Edward Jones combines the personalized attention of a local financial advisor with the extensive research, resources, and capabilities of a well-established national financial services firm. Advisors are supported by advanced market insights, investment research, and planning tools that allow them to deliver informed recommendations aligned with each client’s goals and risk tolerance.
At its core, Edward Jones is focused on helping clients achieve financial confidence and peace of mind. Whether you are just beginning your financial journey, preparing for retirement, managing a growing portfolio, or planning for future generations, Edward Jones provides the knowledge, experience, and personalized service needed to help turn your financial goals into a meaningful long-term strategy.