Edward Jones-Financial Advisor: Kelly Lawrence

Edward Jones-Financial Advisor: Kelly Lawrence /*********/
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06/03/2026

What is an IPO? Why do companies "go public"?

06/02/2026

I have probably gotten about 20 calls in the past two weeks about a specific company that is going public. I'm thinking of hosting a zoom on it tomorrow evening, if anyone would like to hear our opinion on it. Anyone interested?

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
06/02/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals ...
05/29/2026

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals rather than in day-to-day fluctuations.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

Happy 529! What's 529 day? It's the day we think about the woes of our own student loans and remember that colleges/trad...
05/29/2026

Happy 529! What's 529 day? It's the day we think about the woes of our own student loans and remember that colleges/trade schools can be extremely expensive! And we think about those beautiful, innocent young people we love being saddled with debt when they start their adult lives. 😮😮😮 It's the day we choose to take action and start funding a 529 plan to cover some or all of the expenses. Some people call it a college savings plan. But that's a misnomer. It's not a "savings" account. It's an investment account. And it's not just for college. Anyone can set one up. And everyone can contribute each year. Let's talk about 529s and the power they have for you.

05/28/2026

A recent study of American couples concluded that the average couple has around 58 arguments about money each year. That's 16% of the days if they argue once per day. What about you? What's your biggest point of contention with your significant other?

05/28/2026

Congratulations to our Managing Partner, Penny Pennington on being recognized on Fortune’s 2026 Most Powerful Women in business list.

A recognition that reflects thoughtful leadership, steady growth, and a continued commitment to helping shape the future of the industry while staying focused on the people it serves.

We’re proud to celebrate Penny and this well-deserved honor.

Disclosure: 2026 Fortune Most Powerful Women published May 2026, data as of March 2026. Compensation provided for using, not obtaining, the rating.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/27/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

We can help you address some of the common financial needs we see among business owners, including retirement plans, pro...
05/25/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

Address

37244 S Groesbeck Highway
Clinton Township, MI
48036

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+15862945177

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