TOP PHOTO: The Edward Jones team of financial advisor Zach Sheets and branch office administrator Crystal Allen are ready to help with your financial planning needs.
By Charlotte Underwood
LAFOLLETTE, TN (WLAF) – Local Edward Jones Financial Advisor Zach Sheets is WLAF’s business of the week.
Whether you’re looking to start a retirement plan, a college savings plan, wealth strategies, business or investment plans, or just to get your finances on track, Edward Jones financial advisor Zach Sheets can help.
Certified as an Accredited Asset Management Specialist, a Chartered Retirement Planning Counselor, and a Chartered Retirement Plan Specialist, Sheets has the financial background to help find the best plan to fit your needs.
He wants people to know that it doesn’t cost anything to make an appointment and come in for financial advice or discuss savings and/or investment plans. He can even help with budgeting services at no cost.
“Everyone thinks it costs a fortune to come to a financial advisor, but that’s not how it works,” Sheets said, explaining that it only cost to make investments and the cost is “quite low.”
Sheets can help with establishing budgets and emergency savings plans as well if you’re not financially ready for an investment.
“We’re in this to build relationships. Whatever your future plans are, having a financial advisor on your side can help,” Sheets said.
Edward Jones is listed as the number one financial services brokerage in the nation by J.D. Power. As a financial advisor, Sheets is eager to help local residents achieve their financial goals.
Even if you don’t think you have the money for investment, there are different plans for all income and investment levels, according to Sheets.
“If you can just invest $50 to $100 a month, we can work with you. You can come in and get an understanding of where you are financially at no cost. We’re going to give our clients the best advice and always do what’s best for them,” Sheets said.
Sheets is active and invested in the community, and wants to help residents with their financial dreams and goals.
“I can help determine the most appropriate financial strategy for you and your family and one that provides you with many options and opportunities along the way to retirement,” Sheets said.
He welcomes you to visit him at his office at 102 North Massachusetts Avenue, Suite 10, or call him at 423.566.4010. (WLAF NEWS PUBLISHED – 02/11/2022-6AM)