Edward Jones- Angela Driscoll-Financial Advisor

09/04/2026

Two dates!
Wednesday Sept. 9th @ 4:00
Monday Sept. 14th @ 5:00

Message, call or email me for the link!

09/01/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

08/31/2026

Don't retire in the dark!

08/27/2026

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial habits needed for your financial fitness.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

08/25/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/4hOQRsI

08/21/2026

Summer seemed to pass by in the blink of an eye! 😢
However, every new season bring a chance for a fresh start. Take this opportunity to learn, grow, and prepare for the future with confidence!

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/18/2026

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investments. Then contact me so we can develop strategies for a long-term approach to help ensure you reach your financial goals. Learn more: https://bit.ly/4wtvocl

08/18/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

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.