Cole M Roberge

As an Edward Jones financial advisor, my primary role is to listen, partner with and dedicate myself to helping my clients achieve their definition of financial wellness. Clients often come to me during times of transition, such as retirement, career changes, major life events or receiving an inheritance. We use an established process to help achieve financial goals and enjoy partnering with our clients by meeting regularly to help stay on track.

It was clear to me at an early age that I wanted to pursue a career that allowed me to help people improve their relationship with money. My...