Edward Jones - Palm Harbor: Barret Roosa

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General Info

With over 25 years of financial service experience, I have a broad depth of knowledge to meet your financial needs. I have worked with high net worth clients for the past 20 years, but enjoy working with people in all life stages, especially those that want to learn. I see myself as an educator and a problem solver. What I enjoy most is finding that creative solution or financial benefit that can really make a difference in someone's life. So, whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. ..............................................................................

Email

Email Business

Services/Products

Investment Planning, Bonding, IRA Rollovers, Retirement Planning, Commodity Trading Consultants & Advisors, Securities Brokers, Securities, SEP Individual Retirement Accounts, Annuities, Bonds, Mutual Funds, 401k Plans, Individual Retirement Accounts, Money Market Funds, Options, Stocks & Bonds.

Other Link

https://www.edwardjones.com/financial-advisor/index.html?CIRN=FLHTFmuOHPt960YeKS9Tg1BLI8D6pV4Fm3%2BMlP9j2xhYRdxkU2%2FVCSbeMwhg8qcR

Categories

Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers

Reviews

Details

Phone: (813) 693-1342

Address: 15922 Muirfield Drive, Odessa, FL 33556

Website: https://www.edwardjones.com/financial-advisor/index.html?CIRN=FLHTFmuOHPt960YeKS9Tg1BLI8D6pV4Fm3%2BMlP9j2xhYRdxkU2%2FVCSbeMwhg8qcR