Edward Jones - Rick Croffut, AAMS-Financial Advisor
- Financial Management Services
- Financial Planning
- Investment Services
Rick Croffut, AAMS® is a Financial Advisor with Edward Jones ® , His office is located across from Atrium Health Union on 508 S Sutherland Ave in Monroe.
As an Edward Jones financial advisor, I believe it’s important to invest my 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 we 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, we can work together to develop specific strategies to help you achieve your goals. We 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, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Whom to Contact
- Susan ArthurBranch Office AdministratorPhone: (704) 226-1822
- Rick CroffutFinancial AdvisorPhone: (704) 226-1822
Located at corner of S. Sutherland Ave and E. Sunset Dr. across from Atrium Hospital