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portrait of Jorge Gonzalez
FINANCIAL ADVISOR

Jorge Gonzalez

1433 Christy Drive, Jefferson City, MO 65101opens in a new window
CallSend Me a Message

About Jorge

Selecting a financial advisor is an incredibly important decision. That’s why we offer a complimentary consultation to explain our process and answer any questions you may have. We take pride in getting to know our clients' unique goals and aspirations. It is with that understanding that we build personalized recommendations for each of our clients. We help clients with questions, such as:

- Am I saving enough for retirement?
- Am I ready/able to retire now?
- How do I manage my income stream during retirement to help ensure my money lasts?
- How do I protect my loved ones in the event of...

Focus Areas

  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Business Retirement Plans
  • Insurance & Annuities
  • College Savings
  • Hispanic Family Finances

Work History

  • Edward JonesMarch 2020 to Current

Education

  • Southern Nazarene UniversityMaster of Science

Personal Interests

  • Outdoor Enthusiast
  • Coaching Sports
  • Community Outreach
  • Mountain Biking
  • Sports Enthusiast

Team Members

  • Joni Kempker
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(573) 634-3103

Fax

(888) 418-0487

Office Address

1433 Christy Drive
Jefferson City, MO 65101opens in a new window

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