Edward Jones Financial Advisor: Trina DeSoto

06/15/2022

Great networking event yesterday!

06/13/2022

We had a great turn out for our open house last week.

03/31/2022

Need help understanding the differences between a 401(k) and a Traditional IRA? Let’s go over your retirement options together so you’ll be prepared when it’s time to choose one.

09/13/2021

Join us tomorrow at OfficeNow at 11:45 am
for LOCAL Roundtable. We share ideas and strategies to improve our business.

I would love to see you there!

09/13/2021

We had a great turn out at the Mum sale for ALTRUSA this weekend.

03/26/2021

Don't put Retirement planning at the bottom of your list. It might not get done. Please call me for a review.

02/23/2021

How is everyone doing after that big snow storm? How are you preparing for the next major weather event?

02/11/2021

Be kind to yourself and your finances. What are some random acts of kindness that you do for your finances?

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02/03/2021

Tax season is right around the corner. Did you know that recent stimulus legislation included dozens of tax breaks? Learn what they are and see how they might affect your filings.

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Congress gave taxpayers a little more certainty when they wrapped up the Covid relief bill. A basket of expiring tax provisions will remain in effect.

02/01/2021

Call me for an appointment to review your financial future.