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Joshua Gordon - Financial Advisor in Lancaster, OH

Joshua Gordon

Financial Advisor

5.0
(2)
I've always had the heart of a servant and knew I wanted to help people. Edward Jones has allowed me to do just that for my clients every single day. We serve clients of many different backgrounds and life stages. My branch partner, Morgan,...... Show More
Location & Business Hours
Friday
08:00AM to 05:00PM
Saturday
appointment
Sunday
closed
Overall Ratings
5.0
(2)
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Reviews from Web
  • 5.0
    google
    A
    Allison P
    Posted on May 12th, 2021 12:00 AM
    Joshua Gordon has received a review with 5 star rating from Allison P
  • 5.0
    google
    S
    Suzanne L
    Posted on May 12th, 2019 12:00 AM
    Wonderful experience working with Josh. He is very responsive, makes sure the client understands the plan, and takes the client's goals into mind when laying out options. 5 stars!
  • 2 of 2
    About
    I've always had the heart of a servant and knew I wanted to help people. Edward Jones has allowed me to do just that for my clients every single day. We serve clients of many different backgrounds and life stages. My branch partner, Morgan, and I are dedicated to helping all our clients reach their financial goals. We get to know what's important to you, your goals, and then we develop a strategy to achieve those goals. We partner together with clients to help them navigate critical decisions inside and outside of their financial lives through a tailored client experience. I grew up in Lancaster and graduated from Lancaster High School. I then went on to graduate from The Ohio State University with my degree being in consumer and family financial services. I joined Edward Jones in December 2014 and have been serving clients for over six years. I'm involved in the Lancaster Kiwanis club where I have also coached in the Kiwanis little league baseball for the last three years. Recently, I've started serving on the Fairfield Medical Center Foundation board which supports cancer care, palliative care, pediatrics and many other areas. My wife, Sarah, is a pharmacist at Fairfield Medical Center and we welcomed our son, Graham, in September 2020.We would appreciate the opportunity to serve you and your family. Please contact my office for a portfolio review and we can discuss the possibility of working together to help you achieve your future goals.
    Specialities
    Portfolio Reviews
    Employee Stock Options
    Retirement Savings Strategies
    Special Needs Financial Considerations
    Estate & Legacy Strategies
    Business Retirement Plans
    Spending Time with Family
    Golfing
    View All
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Joshua Gordon
    What organization is Joshua Gordon associated with?
    Joshua Gordon is associated with Edward Jones.
    What is Joshua Gordon’s work email address?
    Joshua Gordon’s professional email address is j***********n@e**********.com. You can also email Joshua Gordon by clicking on the contact Joshua Gordon.
    Where is Joshua Gordon based out of?
    Joshua Gordon’s primary location is Lancaster, OH.
    What is Joshua Gordon's phone number?
    Joshua Gordon's phone number is (740) 785-4046
    What is Joshua Gordon's title??
    Joshua Gordon is a Financial Advisor.