Mike Herlevi

Background

About Mike Herlevi

I believe the two most important things to a successful retirement are a person’s physical health and their financial health. Most of us have a personal physician because we would never leave our health to chance. Yet, the great majority of us leave our personal finances to chance when we simply do not have to. A few years ago, I visited an Edward Jones financial advisor in my hometown of Oak Harbor, Washington and it changed my life forever. It was the first time in my 25-year professional life that anyone had ever sat down with me to discuss my personal finances. The experience impacted my life in such a way, I decided to become a financial advisor myself because I knew there were many, many people like me who were simply leaving something as important as their financial wellbeing to chance. As an Edward Jones financial advisor, I believe in taking time to understand what's most important to you before we invest your money. Combining your goals with the level of risk you are willing to take will help us more clearly determine how to best achieve your long-term financial 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 will also monitor your progress together to help make sure you stay on track or determine if any adjustments need to be made. And we're not alone. Thousands of people combined with 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 and retirement aspirations.