Financial adviser Andrew Cuckie has opened Edward Jones in Cortez, providing the city with “holistic” planning services, he said Friday.
“We work as a team to help our clients meet their goals,” he said.
Cuckie opened his office at 111 S. Sligo St. in Cortez on Dec. 23. He had been in a different office since 2014, he said.
Edward Jones is a full-service brokerage firm that provides a full scope of financial planning, beyond just investments, Cuckie said. The company helps people grow and protect their assets, and their family members’ assets, he said.
It has been a good time for the financial industry, Cuckie said. Some recent regulations have affected retirement accounts, so he has been working hard to meet with his clients and show how that will affect them, he said.
One specialty Cuckie has developed is offering investments that aren’t extremely risky but still grow at a good rate, he said.
Cuckie makes an effort to meet face-to-face with his clients, he said. He’s excited to be located in a part of town that is developing, he said.
“We want to help out as many people as we can,” Cuckie said.
For more information, call 970-565-6200.