Regional Calendar
Edward Jones Investments
![]() | Member of chapter: GA NW FC Alpharetta Accelerator Representing the Financial: Financial Advisor/Consultant Category Jennifer Heal2500 Old Alabama Road Suite 22 Roswell Georgia 30076 (770) 998-1572 edwardjones.com |
Ideal Referral: Friend going through a job or life change: changing companies, leaving the corporate world, or going through a divorce. I can help them tie up the loose ends financially while they focus on their family and career.
Top Product: Consolidating and Rolling Over Multiple 401(k)s
Top Problem Solved: How much should I save? How much do I need to have a comfortable retirement?
Ideal Referral Partner: CPA, Divorce Attorney, Outplacement Firm
Business Description: I serve as a "financial GPS" for my clients. That is, I help them get from where they are now... to where they want to be, from a financial standpoint. I help them achieve short term goals like establishing an emergency fund or saving for a house and longer term goals like saving for college or retirement.


