Saturday by appointment
Edward Jones-Tim Knapp
- Financial & Investment Services
- Investment Counselors
- Stock Brokers
- Accounting/Bookkeeping & Tax Service
- Business/Development Consultant
- Personal Services
- Financial Advisors
- Business Forms
- Community Organizations
- Human Resource Consulting
As an Edward Jones financial advisor I strongly believe I have a duty to understand not only financial and wealth management strategies, but also have an understanding of non-numerical matters that can affect and determine the quality of life and security for your family.
I utilize Asset Allocation Strategies, Estate & Legacy Strategies, and Wealth Preservation Strategies to develop a plan that best fits the needs and the wants of each client.
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.
During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.
Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for our clients because I recognize the challenging needs of their business and their lives.
I am a member of the community attending the majority of the city counsel and DDA meetings as well as serving as a board member on Harbor Inc. and the Harbor Springs Library.
Whom to Contact
- Tim KnappFinancial Advisor115 E Third StreetPO Box 482Harbor Springs, MI 49740Phone: (231) 526-5366Fax: (855) 379-2937
- Tamara StevensPhone: (231) 526-5366
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