Sam Karloson Because Of You

As your financial advisor, the most important thing I do is invest time in understanding what's important to you about money. Would you like to travel the world? Are you passionate about a local charitable organization? retirement, estate and wealth building goals look different for everyone and that's why I gather a lot of information to make the best recommendation based on your needs. I need to understand the level of risk you're comfortable with, so we can understand expectations and the steps necessary to help you reach your long-term goals.We will use an established process to build personalized strategies to help you reach your goals and will then partner together throughout your life to help keep you on track. I will partner with your Attorney and CPA to make sure you have a well-rounded plan. I have over nine years of experience at Edward Jones. I grew up here in Corvallis, and aside from a few educational pursuits, I have lived in Corvallis all my life. I graduated from Eastern Oregon University with a bachelor's degree in business, management and leadership. In 2015, I married my wife, Megan, and we feel lucky to be able to live and work in the Corvallis community. I have been involved with various committees and service projects throughout the community. I am a member of the Corvallis Rotary Club and on the board of the Boys and Girls Club of Corvallis. Senior branch office administrator Gin Visser will help with all of your administrative needs. With 18 years of experience, Gin is dedicated to providing the highest level of service possible. Please call with any questions or to schedule an appointment. Our focus is on you because everyone's financial needs are different. Our office is supported by industry recognized analysts and strategists, and we have advanced technology that allows us to do what we do best, focus on you and provide tailored advice to help you achieve your financial goals.

Sam Karloson Because Of You

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