Edward Jones - Alex George and Bob Maloof
Hours:
Monday - Thursday: 08:30AM - 05:00PM
Friday: 8:30 AM - 4:00 PM
Saturday by appointment only
About Us
Our Process
• Partner with our clients and their team of professionals to create custom strategies to help them achieve financial independence
• Understand and assess risk of strategies and comfort with risk
• Utilize our advanced tools, tactics, and approaches to navigate changes in life and in the broader economy
Our Team
Alex George, Financial Advisor
• Edward Jones since 2016
• Prior: Steelcase, Herman Miller and consultant for Disney
• Grand Valley State University, BBA in Finance & Business Economics
• Grand Valley State University, MBA
• Married with two young children
Lindsay Alsante, Branch Office Administrator
• Edward Jones since 2018
• Grand Valley State University, BS in Advertising & PR
• Recently married
Our Focus Areas
• Multigenerational Wealth Planning
• Family Owned & Small Business Strategies
• Estate Planning & Philanthropy
• Preparing for &Living in Retirement