Edward Jones-Financial Advisor: Vincent Alessi, AAMS, CRPC

Edward Jones-Financial Advisor: Vincent Alessi, AAMS, CRPC Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Debra, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/Vincent-Alessi for more information.
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I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? H...
08/01/2024

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? Here’s an example scenario that tackles this question.

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

The small things you do now can make a big difference later in life. Here are some factors to consider as you think abou...
07/19/2024

The small things you do now can make a big difference later in life. Here are some factors to consider as you think about retirement.

Tips for getting started

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk...
07/08/2024

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Here’s what we offer

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-te...
06/28/2024

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed ...
06/24/2024

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from his...
06/14/2024

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

You’ve spent years investing so you can retire on your terms. But as your employer paychecks stop, you’ll need a strateg...
03/12/2024

You’ve spent years investing so you can retire on your terms. But as your employer paychecks stop, you’ll need a strategy to help ensure your portfolio lasts as long as you need it to.

As your employer paychecks stop, you’ll need a strategy to help ensure your portfolio lasts as long as you need it to.www.edwardjones.com/us-en

There’s a lot to consider when planning your estate, but one thing that’s often missed is the impact that state estate a...
03/07/2024

There’s a lot to consider when planning your estate, but one thing that’s often missed is the impact that state estate and inheritance taxes can have on your financial legacy. In this article, we go over what you should know about estate and inheritance taxes, and what your first step could be to potentially reduce your future tax burden.

Not accounting for state-level estate and inheritance taxes in your estate strategy could negatively impact your financial legacy.

Investors should expect a mixed global economic environment in 2024 as the U.S, Japan and India hold up well while Europ...
03/06/2024

Investors should expect a mixed global economic environment in 2024 as the U.S, Japan and India hold up well while Europe and China trend downward. Read the latest views from our economists.

Capital Group economists expect a mixed global economic environment in 2024 as the United States, Japan and India hold up well while Europe and China trend downward.

Today's investment decisions fuel independence to retire when you want to. We'll help you prepare for Financial Fitness ...
09/11/2023

Today's investment decisions fuel independence to retire when you want to. We'll help you prepare for Financial Fitness in Retirement.

Today's investment decisions fuel independence to retire when you want to

Interested in joining Edward Jones? We're looking for candidates to join us as an Associate Financial Advisor. In this r...
09/06/2023

Interested in joining Edward Jones? We're looking for candidates to join us as an Associate Financial Advisor. In this role, you'll be working closely with the branch team to understand client needs, grow the branch, and positively impact communities.

Contact me to learn more.

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.
09/04/2023

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.

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Wednesday 8am - 4:30pm
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