Edward Jones-Financial Advisor: Patty Finley

Edward Jones-Financial Advisor: Patty Finley AAMS® I have the unique opportunity to build relationships and change the lives of people with the work that I do.

I can help you prioritize your needs and goals and make sure you stay on track to achieve them. Please call or visit www.edwardjones.com/patty-finley for more information. Member SIPC.
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¿Estás listo para ser tu propio jefe? Ser dueño de tu propio negocio puede ser tan desafiante como satisfactorio. Prepár...
09/01/2026

¿Estás listo para ser tu propio jefe? Ser dueño de tu propio negocio puede ser tan desafiante como satisfactorio. Prepárate mentalmente y evalúa los cambios legales y fiscales que podrías afrontar cuando pases a trabajar por tu cuenta.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4622dm0

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you may experience as you transition to working for yourself.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4i6Pvty

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

https://bit.ly/4i46RHp Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/30/2026

https://bit.ly/4i46RHp Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

Learn more https://bit.ly/4qDWuwc A successful business exit often starts well before a sale or transition. I can help y...
08/25/2026

Learn more https://bit.ly/4qDWuwc A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

https://bit.ly/4qGfOZS Your business represents years of hard work and dedication. I can help you think through successi...
08/23/2026

https://bit.ly/4qGfOZS Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals.

Learn more https://bit.ly/4qrYjMH Selling or transitioning a business can take years of planning. I can help you explore...
08/18/2026

Learn more https://bit.ly/4qrYjMH Selling or transitioning a business can take years of planning. I can help you explore strategies to prepare for a successful transition and the next chapter.

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.

https://bit.ly/45qWGFp I simplify complex financial needs for Greater Seattle business owners like you.
08/16/2026

https://bit.ly/45qWGFp I simplify complex financial needs for Greater Seattle business owners like you.

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/4wxeOIN

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
08/11/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

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1007 Church Street Suite 300
Evanston, IL
60201

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