Edward Jones - Financial Advisor: Shelly Hartzell

09/03/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.www.edwardjones.com/us-en

08/28/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

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

08/27/2026

📚✨ School Supply Drive Success! ✨📚

Thanks to the generosity of our Edward Jones team and our community, we collected 585 school supply items during our first annual school supply drive!
All donations were delivered to Central Elementary School in Franklin, helping students start the school year with the tools they need to learn, grow and succeed.
Every notebook, pencil and backpack represents a small act of kindness that will make a big difference. Thank you to everyone who contributed and helped make this effort such a success!
💙🍎

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.

08/14/2026

📚✏️ School Supply Drive Happening Now!✏️📚
Help us make a difference for local students! Our branch is hosting a school supply drive through August 19, 2026. All donations will benefit students at Central Elementary School in Franklin, PA.
📚 Donations may be dropped off:
Monday-Friday ⏰ 8:00 AM - 4:00 PM

📍Edward Jones | Office of Shelly Hartzell
1335 Liberty Street, Franklin, PA 16323

Your donation will help local students start the school year with the tools they need to succeed!

Together, we can make the start of the school year a little brighter. ⭐

08/04/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out or visit edwardjones.com/Carefull?utm_term=949442&utm_source=facebook&utm_medium=social_media&utm_content=3275190&c3nid=949442_facebook_3275190&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc4NTIwMQ%3D%3D.

08/02/2026

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

07/31/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

07/29/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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07/25/2026

Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with solid broad-based gains over the year. With a constructive global backdrop unfolding, we've refined our guidance to help set up for the second half of 2026, emphasizing diversification to help capture broadening opportunities.

Portfolio Strategist Tom Larm breaks it down in our Monthly Portfolio Brief.

https://bit.ly/4bHv4za