portrait of Joshua R Post

About Joshua

Throughout my career, I have witnessed many families and friends go through life changing events that raise questions around financial planning. Events like getting a new job, marriage or divorce, or running a small business have key areas of planning involved. If you need help with a rollover, planning for retirement income, or reviewing options for your business, I can help!

I grew up in Salem, OH, and I continue to expand my network and meet with individuals in my community to help them reach their financial goals. It is a goal of mine to help families reach the retirement that...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Divorce Finances
  • Employee Stock Options

Work History

  • Edward JonesAugust 2021 to Current
  • W&S Brokerage ServicesJanuary 2019 to August 2021

Certifications

  • ChFC®

    Chartered Financial Consultant®

Education

  • Kent State Univ-KentBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Vintage Cars
  • Motorcycles
  • Sports Enthusiast

Team Members

  • Ericka Morris
    Registered Branch Associate
  • Sherry Angelo
    Sr. Branch Office Administrator
  • Laurie Anderson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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