portrait of Jeff Foose

About Jeff

We live a world full of artificial intelligence, 1-800 numbers and declining customer service standards.

In an industry where genuine human interaction is in short supply – I have set out to preserve the sanctity of relationship based financial strategizing. My comprehensive and holistic approach helps ensure that you are treated as more than just a client – but instead like family. I intentionally maintain a very manageable practice size to ensure that each and every one of my clients receive the time and attention they deserve. My focus has always been on quality, not quantity.

I focus on the creation and...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of SC ColumbiaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Aviation
  • Golfing
  • Fishing
  • Hiking

Team Members

  • Angela Hall
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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