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Amy Shreve
Financial Advisor
Edward Jones - Miamisburg,OH
Often, our worries and anxiety around finances keep us from living our best lives. • Have I saved enough to live well in retirement? • How much do we need for college expenses? • Can I afford to spend money now and still have...... Show More
Location & Business Hours
Friday
08:00AM to 05:00PM
Saturday
closed
Sunday
closed
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About
Often, our worries and anxiety around finances keep us from living our best lives. • Have I saved enough to live well in retirement? • How much do we need for college expenses? • Can I afford to spend money now and still have enough for later? And there are some questions we don't know to ask. • What is the tax impact of my investments now and in the future? • How can insurance protect my loved ones and help me achieve my goals? • How can I help my children develop healthy financial practices?• Do I have the resources available if I need long-term care in the future? As an Edward Jones financial advisor and CERTIFIED FINANCIAL PLANNER® professional, I work with you to help transform your money into lasting wealth. We work together to understand where you are financially, envision where you want to be and create a strategy to get there. Working together, I help you reach your goals and be free to take advantage of the opportunities you choose to create lasting wealth.Our team at Edward Jones is committed to providing a customized experience. We bring together knowledge and tools so that you have quality choices when it comes to your finances. Whether you are ready to begin living in retirement, need to consolidate previous retirement plans, save for education or consider the legacy you want to leave, we will help you create a strategy to help turn that vision into reality with confidence.Outside of the office, I am the proud mom of two children and spouse of a biology professor. When I'm not watching the kids in the marching band or community theater, you can find me outside — running, hiking or traveling.Christina Lafaille, the branch office administrator, and I look forward to working with each of you, our clients. Give us a call or email us to set up an appointment, and we'll work together to help reach your goals.
Specialities
Retirement Savings Strategies
New Investors
College Savings
LGBT Finances
Charitable Giving
Socially Conscious Investing
lgbtq+ finances
sustainable investing
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FAQs
Here are some Frequently Asked Questions about Amy Shreve
What organization is Amy Shreve associated with?
Amy Shreve is associated with Edward Jones.
What is Amy Shreve’s work email address?
Amy Shreve’s professional email address is a********e@e**********.com. You can also email Amy Shreve by clicking on the contact Amy Shreve.
Where is Amy Shreve based out of?
Amy Shreve’s primary location is Miamisburg, OH.
What is Amy Shreve's phone number?
Amy Shreve's phone number is (937) 859-1955
What is Amy Shreve's title??
Amy Shreve is a Financial Advisor.
