Nathan Hershman

About Nathan Hershman

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Experience

1. Financial Advisor

   Edward Jones

   Dec 2007 — Present · Uniontown, OH, US

   I\'m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My (branch office administrator, Julie Welden), and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. You should connect with me and my team if:* You are retired or are nearing retirement and are seeking a retirement strategy.* Are a business owner or considering selling your business or practice and are in need of financial advice and guidance.* You are in your higher income savings years and would like a second opinion on your current plan. We would address 5 items; Are you on track? If not, what do you need to do to get on track? Evaluate performance and risk in portfolio. Evaluate diversification. And finally, review fees and expenses to ensure they are in line with the services you are receiving. Email: n••••••••@edwardjones.comTelephone: instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Education

• Liberty University

  Finance

  2004 — 2007

• Rhema

  Associates

  1999 — 2001

Skills

• Sep Ira
• Fixed Annuities
• Insurance
• 401k
• Portfolio and Retirement Plan Reviews
• Annuities
• Estate Consuderations
• 401k Rollovers
• Team Leadership
• Retirement Planning
• Roth Ira
• Simple Ira
• Budgets
• Retirement
• Bonds
• 529 Plans
• Traditional Ira
• Common Stocks
• 401k Options