At Edward Jones, we take the time to get to know you to help bring you closer to the future you see for yourself. How we help turn your vision into a reality is unique to you. We are here to back you up with big ideas, practical plans, and side-by-side guidance at every step.

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today to see how personal service can make a difference.

When it comes to tax preparation services, the H&R Block tax professionals are here to meet all your tax needs.

Need help filing taxes, including your federal tax return and state tax return? We’re here from January to April to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? We’re experts at it. ¿Hablas español? We also have bilingual Tax Pros available to take care of all your tax filing needs.

Schedule an appointment today – we look forward to meeting you!

LF Cochrane & Associates is renowned and respected for providing small and medium sized businesses, families, and individuals with organization, proficiency and confidence through the tax season.

Louise Cochrane, founder and CEO, has a knack for making the tax preparation process streamlined and efficient. With a talented team working on your behalf, her firm will gather all the information needed to make your experience a positive and enjoyable one.

Cliff founded Shum Financial Group in July 2013 after spending the first 15 years with American Express Financial Advisors, Financial Network Investment Corporation and Edward Jones Investments. The move away from the big investment firms has given Cliff greater flexibility and investment options to further individualize client needs.