Thursday, April 28, 2011

Edward Jones recommendation

We met Alexander Henley from Edward Jones about a month ago at a college savings seminar at Murchison Middle School. His neighbor is Principal Cartwright. He is our new financial adviser. We had a lot of old accounts scattered in different places that he helped us gather together. We also finally opened up a 529 college savings plan for the girls which can be used by them or us for education. He also reminds us that our retirement should be our first priority. There is a location right across the street from the school which is very convenient. Plus he is having a grand opening at his new location that we will be attending soon. He just moved this week to the new office.

He is having another informational seminar at Murchison Middle School on May 17th - time to be announced. I told him that I would recommend him and let others know. Hope you can be there.

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