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Edward Jones - Olivia Zwetzig
Categories
Financial Planning/Investment Services
Hours:
M-Th 8a-5p
F 8a-4pAbout Us
Preparing for Retirement, Living in Retirement, Preparing for the Unexpected, Paying for Education
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.
From an early age, I was instilled with a passion for learning which prompted me to obtain my undergraduate and master's in education. I utilized this in the private sector helping various local and global organizations refine and implement their learning and change management programs all while placing special emphasis on their people, the heart and soul of the organization.
My husband, Todd, and I have two children which we thoroughly enjoy watching participate in a variety of sports. We also enjoy the outdoors and taking advantage of the various seasons of Michigan, our home state. The first time we met with our financial advisor was when we got pregnant with our first child, and we are so very grateful that we had his perspective and education to make solid choices for the future.
At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. This is exactly what our financial advisor did for us so many years ago.
If this is what you're looking for or if you are even just curious about how we can partner to reach your goals, I would be honored to connect with you. Contact me today!Tell a Friend
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People. Partnerships. Progress.