Growing up in Harrisburg, SD, Brock Aldrich learned the importance of investing in his community and understanding the people who live and work there. As a CERTIFIED FINANCIAL PLANNER™ at Edward Jones, he works closely with clients to build personalized strategies tailored to their unique financial goals. His established process involves first understanding what is important to each client, then developing a strategy for retirement savings, retirement income, wealth management, and estate and legacy planning.
He also provides specialized financial guidance for entrepreneurs and business owners, including assistance with business retirement plans. When appropriate, he collaborates with clients' tax and estate teams to ensure comprehensive financial guidance.