Client Consultation Group
Because your life goals are unique
For over 100 years in North America and nearly three decades in Canada, our clients, businesses, and communities have trusted Edward Jones to partner with them to meet their financial and life goals. The Client Consultation Group (CCG) at Edward Jones is a team of highly specialized professionals dedicated to serving the firm’s most valuable clients.
The world is different today, and strategies need to evolve to reflect new realities. The team’s approach focuses on a long-term strategic roadmap that is personalized for you, but is responsive to change as your life or circumstances may change.
Our team of professionals will take time to understand what is uniquely important to you and your loved ones. We work with your other advisors, such as lawyers and accountants, to support you on your journey. Our process consists of the following 3 steps:
Working together in partnership with the Client Consultation Group at Edward Jones can help you achieve some of life’s most important long-term goals: ensuring you have a financial strategy for life, planning for an efficient transfer of your wealth from one generation to the next and helping you meet your charitable goals.
Our team of professionals can work with you to develop effective long-term strategies in key areas:
| Financial security | Wealth transfers | Charitable giving |
|---|---|---|
| Retirement income | Business transition | Strategic philanthropy |
| Risk management | Estate preservation | Donor-advised funds |
| Tax optimization | Life insurance protection | Private foundations |
| Family stewardship |
How we can help
Contact your Edward Jones financial advisor to learn more about how the Client Consultation Group can work with you.
Important information:
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult a qualified tax specialist or lawyer for professional advice regarding your specific situation.