Industry: Social Services

Edward Jones – Financial Advisor: Jeremy W Angevine is a financial advisory practice that supports the social services industry by helping individuals and families achieve financial stability and long-term goals. While primarily a financial consultant, Jeremy Angevine’s services include specialized planning for individuals engaged in caregiving, nonprofit work, and community-based services—ensuring their unique financial situations are addressed with care. He collaborates with clients to develop tailored financial strategies, including retirement planning, education savings, and risk management, often considering the needs of those working in service-focused professions.

Committed to building strong relationships, Jeremy emphasizes understanding each client’s life story, values, and aspirations. His approach reflects Edward Jones’s broader commitment to community support, offering personalized, in-person consultations in a relaxed and welcoming environment. He is also active in local initiatives, working closely with public employees and nonprofit workers to help them plan for both present needs and future stability. The practice’s alignment with community-first principles makes it a valuable resource for social service professionals seeking trusted financial guidance.

Key Services:

– Personalized financial planning and consulting
– Retirement savings strategies tailored to nonprofit and public sector employees
– Investment guidance with a long-term focus
– Education savings and budgeting strategies for families
– Risk management and estate considerations
– Partnership with individuals working in caregiving and human services roles
– Community-based financial education and outreach programs
– In-person consultations for tailored client support