portrait of Josh Caucutt
FINANCIAL ADVISOR
Client by Referral
Serving clients of all asset levels
CallSend Me a Message

About Josh

Welcome to my branch page and learning more about how we work together!

The focus of my practice is coming alongside multiple generations of a family, especially as your loved ones age. We talk through goals and what a stable financial future looks like for you. Then we find appropriate strategies and investment recommendations for you and your family.

Being a part of the community is an essential part of learning about my clients and what is important to them. My wife Sarah and I moved to Lakewood in 2008 from Wisconsin and she teaches third grade here in Jefferson County....

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Divorce Finances
  • Aerospace Professionals
  • Public Service Professionals

Work History

  • Edward JonesJanuary 2017 to Current

Education

  • Maranatha Baptist Bible CollMasters

Team Members

  • Heather Altizer
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed By Appointment Only
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

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