Work History
Edward Jones
Edward JonesJanuary 2020 to Current
FINANCIAL ADVISOR
Jackie Duggan
CFP®, CRPS™
34441 8 Mile Rd Suite 108, Livonia, MI 48152opens in a new window
Focus Areas
- Business Retirement Plans
- Insurance & Annuities
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
About Jackie
I believe your money should serve your purpose, not the other way around. Helping clients maximize their potential to serve their purpose and achieve life goals with confidence is the essence of what we do.
My clients prefer a personal, customized approach to wealth strategies and appreciate guidance that is common-sense and straightforward. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience. From business owners and executives to attorneys, my clients all appreciate the disciplined investment approach I provide and the way it makes them feel understood, secure,...
My clients prefer a personal, customized approach to wealth strategies and appreciate guidance that is common-sense and straightforward. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience. From business owners and executives to attorneys, my clients all appreciate the disciplined investment approach I provide and the way it makes them feel understood, secure,...
Work History
Edward Jones
Edward JonesJanuary 2020 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CRPS™
Chartered Retirement Plans Specialist™
Education
Eastern Michigan University
Eastern Michigan UniversityBachelor of Science
Education
Eastern Michigan University
Eastern Michigan UniversityBachelor of Science
Personal Interests
- Traveling
- Personal Fitness
- Social Responsibility
- Hiking
- Pets
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
LivoniaFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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