Alex Balodis, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Business owner considerations
  • Intergenerational planning
  • Estate and legacy strategies

About Alex

When the stock market fluctuates, there are often conflicting headlines, all with different advice. I help clients cut through the noise and understand how it relates to their own portfolios.

Portfolios are more than a collection of investments. Each one is the result of partnering with a client to define unique goals and create measurements to make sure we stay on track. Then we can consider financial decisions in relation to those goals. Take a new car, for example. How will that impact your goal of early retirement? We'll balance today's priorities with tomorrow's goals.

At Edward Jones, we believe that...

Work History

  • Edward JonesOctober 2014 to Current

Team Members

  • Rona Gutierrez
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More