Edward Jones - Coco and Mike Pameditis
Financial PlanningInvestment Services / Brokers
Throughout our lives, helping others has always been an integral part of who we are, and it gives us great joy to make a difference in people's lives. It is our goal to assist individuals, families and businesses in organizing all the complex details of their financial lives, from budgeting to savings to investing, and then protecting their wealth.
We believe that most people want to be financially organized, understood and informed, which then allows them to feel peaceful and secure. In order to achieve this, we partner with each to develop a comprehensive, personalized plan that meets them where they're currently at, and will take them where they want to be.
We have a deep connection to our town (dating back to the 80's) and you'll often find us out and about - walking around our beautiful Fountain Park, attending/volunteering at various civic and cultural events, assisting with youth sports, or just enjoying a meal in this amazing place that we are blessed to call home.
Please consider us for assistance setting strategic goals, building a meaningful investment portfolio and/or formulating a plan to meet your current and future goals. We look forward to sitting down with you!
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Socially Conscious Investing