Edward Jones - Financial Advisor: Glen Duffy

Edward Jones - Financial Advisor: Glen Duffy Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4g8aZna

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
07/22/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

10/22/2025

I'm pleased to announce we have launched Edward Jones Generations®️, our new private client service tailored to U.S. high net worth clients and their unique needs. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client financial advisor services designed around high net worth individual needs and goals.

10/20/2025

If you’ve been impacted by the recent federal layoffs, please know you’re not alone. As a financial advisor, I’m here to help you navigate this uncertain time. Whether it’s reviewing your financial strategy, exploring options for your retirement accounts or simply talking through next steps, we can find a path forward together.

In the meantime, here are some key steps to take following a job loss.

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You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it mor...
09/25/2025

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Here are some steps you should consider to help ensure your wishes are accurately carried out.www.edwardjones.com/us-en

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you ...
09/22/2025

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you can strike the right balance between saving towards both goals.

Your financial advisor can help you balance your savings strategy to achieve both goals.

09/19/2025

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

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True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
09/18/2025

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

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Bedford, MA
01730

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