portrait of Joe Bloxsom

About Joe

As a seasoned financial advisor, helping others is an integral part of who I am. I love my career because I help make a difference in my client's lives. I ensure that I put my best foot forward and that any advice I recommend is in my client's best interest. I am here to make sure that my client's future is certain and that they know what to expect when they retire. I help my clients in a number of different ways, and I tailor each investment portfolio to my client's risk tolerance, as well as their investment comfort level....

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJune 2023 to Current
  • Safe Harbor Jefferson BeachMarch 2023 to May 2023

Education

  • Western Michigan UniversityBachelor of Business Admin

Personal Interests

  • Camping
  • Community Outreach
  • Golfing
  • Personal Fitness
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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