▪︎ Edward D Jones

Our clients experience an established process of creating and documenting their goals while reviewing their progress throughout their lifetime. Clients can expect at least annual discussions of risk tolerance, goals, performance results and fees. Local clients also experience face-to-face personal interactions with myself and Sharon Jones, my branch office administrator, for us to help serve their needs.

My team focuses on serving the financial needs of individual investors with serious long-term goals. We have built our business by serving our clients as we would want to be served, a simple idea that still makes sense in today's complex marketplace.

Address: 5231 S Sheridan Rd, Tulsa, OK 74145

Phone: (918) 622-2207

Website: https://www.edwardjones.com/us-en/financial-advisor/philip-west