Edward Jones - Financial Advisor: Patrick Leary

Located in Andover, Minnesota, this financial advisory practice operates under the Edward Jones name and provides personal financial advice aimed at helping clients pursue their goals. The office is at 13750 Crosstown Dr NW, Ste 208. It is accepting new clients and serves clients of all asset levels. Stated focus areas include retirement income strategies, retirement savings strategies, and services for new investors. These areas address planning for retirement income, building retirement savings, and getting started as an investor. Before choosing a financial advisor, ask how the practice is compensated and whether fees are hourly, flat, based on assets under management, or paid through commissions. Ask what is included in a retirement income strategy, such as how withdrawals are planned and how income sources are coordinated, and what a retirement savings strategy covers for someone at your stage. New investors should ask how the first meetings work, what information they need to bring, and how recommendations are explained in plain language. Clients of different asset levels should ask whether the scope of advice changes with account size and whether there is a minimum to open or maintain a relationship. Also ask how often progress is reviewed, which professionals handle tax or legal questions, and what standard of care applies to the advice.