Edward Jones-Financial Advisor: McKenzie Clary

10/23/2024

Our office is currently accepting new clients by referral.
We are pleased to offer a complimentary, no-obligation portfolio review to your friends and family. Whether someone you know is in a complicated financial situation or unhappy with their current financial advisor’s advice, sometimes it’s best to get a second opinion.

We would be honored to provide them with the same personalized, strategic guidance you’ve come to expect from Edward Jones.

My team’s focus areas include:
• Retirement strategies
• Investment advice
• Asset consolidation
• College/education savings
• Business owners/entrepreneurs

10/17/2024

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

07/17/2024

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

04/01/2024

I am pleased to announce that my Edward Jones office has officially moved to its new location. Give us a call at 608-416-5300 or stop by and say hello!

Accepting New Clients

03/13/2024

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.

02/09/2024

Join us for our webinar, How Are My Investments Taxed? on Wed, Feb 21 2024 at 03:00 PM CST

Wednesday, February 21, 2024 at 3:00 PM Central Standard Time.

01/30/2024

2023 finished on a strong upswing. Will 2024 continue where it left off?

In our latest Market Compass, Principal and Investment Strategist Craig Fehr discusses the handoff from 2023 to 2024 and the forces that might influence the year ahead.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

01/25/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

01/04/2024

In our latest Market Compass, Principal and Senior Investment Strategist Mona Mahajan shares our outlook for the economy, the Federal Reserve and inflation, as well as portfolio positioning as we enter the new year.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

12/15/2023

The earlier someone starts their financial education, the more chances they have to enjoy a future of financial wellness.

We’ve collected a few solid insights you can share with the young adults in your life at edwardjones.com/financialfuture

12/13/2023

In our latest Market Compass, we focus on performance and the outlook for fixed income.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...