As an Edward Jones financial advisor, David Cassidy believes it's important to invest his time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so you can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can work with you to develop specific strategies to help you achieve your goals. They can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, they're dedicated to providing you top-notch client service.