Edward Jones – Kelly Scholl

Edward Jones – Kelly Scholl is a financial advisor’s office in Liverpool, in Onondaga County. Kelly’s approach starts with listening, taking time to understand a client’s situation before suggesting a plan, which is a good fit for people who want a personal relationship with their advisor.

The process is step by step. Together, the advisor and client identify goals and develop specific strategies to reach them. The idea is that personal service makes a real difference when decisions involve a family’s financial future.

What to Know

• The process begins by learning about the client’s situation and goals.
• Strategies are developed one step at a time.
• Personal service is the focus.
• It is a member of the Greater Liverpool Chamber of Commerce.