Meet Owen at the Expo
Owen Lamb, Financial Advisor, Edward Jones, participated as an Exhibitor in the 2019 Niagara Health Expo at the Hotel Dieu Shaver
Ask Owen about financial services such as retirement planning, education planning, or estate planning.
“What we’ve seen in recent years is that the life expectancy for people has increased, which is amazing, but sometimes, their finances do not last as long as they do.”
OWEN LAMB, FINANCIAL ADVISOR
“I help clients form a financial plan to ensure that they do not out live their money
and that they can rest assured in their older years knowing of their financial well-being.”
How We Work Together
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.
But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.