Rick Croffut

As an Edward Jones financial advisor, I want to understand what is important to you.

I use an established process to help you build personalized strategies to achieve your goals. We will then partner together throughout your life to help keep you on track. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. What brought me to Edward Jones, has kept me here - we focus on our clients and build relationships. Helping you achieve your goals is why we exist and keeping you on track is what drives us daily. Relationships are key, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as achieving the following designations: Accredited Asset Management Specialist, Chartered Financial Consultant, and Certified Kingdom Advisor. Specialties: Working with individual and business owners to cover: Wealth Strategies, Retirement Savings Strategies, Estate & Legacy Strategies, Charitable Giving & Planning, Retirement Income Strategies, Divorce Finances, Intergenerational Planning