Work History
Edward Jones
Edward JonesApril 2020 to Current
FINANCIAL ADVISOR
Claire R Larson
5990 Fulton St E Ste D, Ada, MI 49301opens in a new window
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Portfolio Reviews
- New Investors
About Claire
As a financial advisor with Edward Jones, I help individuals and families achieve their financial goals through personalized investment strategies that are grounded in long-term fundamentals and adjusted for today's market.
I began my career with Edward Jones in 2020 and serve clients in the Cascade/Ada area as well as across West Michigan. In addition, I have clients in Florida, Arizona, Illinois, Wisconsin and North/South Carolina, as well as eight other states. Prior to Edward Jones, I worked in the financial services industry for over 25 years.
I attended the University of Wisconsin-Madison and graduated with a bachelor's degree in finance....
I began my career with Edward Jones in 2020 and serve clients in the Cascade/Ada area as well as across West Michigan. In addition, I have clients in Florida, Arizona, Illinois, Wisconsin and North/South Carolina, as well as eight other states. Prior to Edward Jones, I worked in the financial services industry for over 25 years.
I attended the University of Wisconsin-Madison and graduated with a bachelor's degree in finance....
Work History
Edward Jones
Edward JonesApril 2020 to Current
Education
Univ of Wisconsin - Madison
Univ of Wisconsin - MadisonBachelor of Business Admin
Education
Univ of Wisconsin - Madison
Univ of Wisconsin - MadisonBachelor of Business Admin
Personal Interests
- Community Outreach
- Volunteering
- Spending Time with Family
- Pickleball
Team Members
Morgan Janke-WolffBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(616) 920-8786Fax
(844) 789-2885Office Address
5990 Fulton St E Ste DAda, MI 49301
Location
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https://www.edwardjones.com/us-en/privacy
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