You can achieve virtually any financial goal you set your mind to. Whether that’s retirement, paying for a loved one’s college education, or leaving behind a legacy, it is soundly within your reach.
But your finances are unique – as are your goals! Shouldn’t your strategy to achieve your dreams be custom-tailored to your situation? Maria Taylor of Edward Jones believes so, and she is standing by to help you get wherever you want to be.
Born and raised in Minnesota, Maria is the daughter of a cabinetmaker. She was raised to appreciate that every client has different needs, as no two kitchens or their owners are alike. Maria proceeded to teach English in Italy for six years, work in the alternative fuel industry, and then live with her grandfather so he could enjoy his final days on his beloved farm. Finally she joined Edward Jones in 2018 to assist the Eden Prairie community with all its financial planning needs.
“One of my teachers once told me I have a natural ability to adapt to people’s needs,” said Maria. “This was the highest compliment I have ever received. I do believe I have a talent for understanding what the person sitting before me wants and then figuring out precisely how to create that for them. After having worked with such a diverse range of clients over the years, I have honed that talent even further.
“I ask a lot of questions when I first meet with you. This isn’t just to establish a warm rapport, although that is very important to me. I want to get to know you, and to understand what your financial situation truly looks like. I use all of that information to tailor the financial strategy best suited to your goals.
“There is no cost associated with our initial conversation. It solely serves to lay the groundwork and see if we want to work together. If I feel someone else is better poised to help you after we speak, I will refer you to them.
“The advice I offer is centered around your goals, not the products I have to offer. Stocks, bonds, and equity funds are available to any financial advisor. I will help you conveniently purchase these products, but determining just how they all fit together within a comprehensive, wealth-building strategy is my true passion. I am interested in long-term solutions, not day trading. I also offer insurance, because it’s not enough to help you build a nest egg. I want to help you protect it as well!
“Some of my clients want highly factual advice. My conversations with them boil down to detailed explanations of numbers and strategy. Others want a more accessible overview of financial strategy, and I’m just as capable of accommodating them.
“I can not stress enough how personalized my service is. This doesn’t just take into account every one of my clients’ individual needs. It also means that whenever you call you will speak with myself or my assistant – never a ‘robo-advisor!’”
To learn more about the great value Maria represents to your future, please email her at maria.taylor@edwardjones.com or call (612) 747-3270.