Schrock of Edward Jones advises clients on how to achieve financial goals

Brian Schrock, financial advisor at Edward Jones, continues to offer full financial services at the 1434 S. Mission Road office he relocated to in early 2014.

Business and individual retirement, a complete spectrum of investments, estate and trust services, portfolio review and construction, comprehensive banking and insurances (long-term care, long-term disability, permanent and term life) are available to clients through the firm.

Schrock encourages potential clients to make an appointment and speak with him about where they are now with their finances and where they would like to be in the future. By listening and speaking to a client in person, Schrock is able to advise more specifically for each person’s particular needs and understand their risk tolerances.

A five-step process is one of the financial tools that Edward Jones utilizes.

1. Evaluate where the client is currently
2. Find out where they would eventually like to be
3. Develop strategies to reach those goals
4. Implement those methods
5. Help the client stay on track

"We offer annuity reviews to our clients as well," said Schrock. "Sometimes people may have been oversold an annuity in their financial past, and we are here to help them understand if it is still the right asset for them."

Schrock can monitor clients with individual securities as well

as clients with more managed accounts such as full advisory types. "Many people look at investments as stocks or bonds, but there are many other diverse opportunities out there which we try to present to our clients," he said.

Founded in 1922, Edward Jones, a privately employee-owned limited partnership (not a publicly-traded company) has nearly 7 million clients and more than 11,000 offices in all 50 states. Strong business principles keep the success of the firm going: focus on the individual long term investor, invest in quality and well balanced portfolios and develop personal relationships with the client.

Industry recognition additionally confirms the respect and success of Edward Jones. For the last 12 years, the firm has had 16 rankings in Fortune magazine. In March 2015, Forbes ranked Edward Jones as one of the best employers, and in April 2015 J.D. Power named the firm "Highest in Investor Satisfaction with Full Brokerage Firms in a Tie."

Ever since Schrock transferred from the Point Loma branch office in 2012, he has had a strong senior clientele in Fallbrook. "At this time in a senior’s life, processing estates and communicating with beneficiaries are some of the areas that involve decisions affecting finances," he said. "By getting to know the family of senior clients, much of the time we eventually end up managing their finances too." As the father of three young girls, he understands the importance of securing a financial future for one’s family.

For more information, contact Brian Schrock via email at [email protected] or call (760) 731-3234.