Jack Lonergan
Financial Advisor | Helping Families, Individuals and Small Business Owners reach their goals
- Role
- Financial Advisor, Cfp, Crpstm at Edward Jones
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Jack Lonergan
WHAT I DO: I build and manage comprehensive financial strategies to help Families, Individuals, and Small Business Owners reach their goalsHOW I DO IT: Our strategy is built through in depth discussions about your current financial situation and your future goals. We\'ll cover where you are today, where you\'d like to be in the future, how to get there and keeping you on track. This will establish the Five Pillars of your strategy * Investment Management * Risk Assessment * Tax Advantaged Strategies * Estate Considerations * Retirement IncomeWHY I DO IT: Each person I work with has a unique set of strengths, challenges, and goals. I enjoy the discussions we have and the ability to help my clients reach their dreams. Whether you’re working to build a business from the ground up, or trying to plan for the future as retirement nears, I’m here to help my clients and my community. Reach out for a Free No-Obligation Financial Review* Connect with me on LinkedIn * Call: 80••••••71* Email: instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor, Cfp, Crpstm
May 2018 — Present · Richmond, VA, US
Helping clients achieve their short and long term goals through financial strategiesFocus Areas Include- Retirement Planning, Education Planning, Tax Strategies, Estate Considerations, 401(k), Roth IRA, Traditional IRA, 529, Charitable Giving, Employee Stock Options, Social Security Strategies, Pension Strategies
Education
Virginia Tech
Bachelor of Science (B.S.), Biochemistry
2011 — 2016
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