Edward Jones - Financial Advisor: Megan Coots

Edward Jones - Financial Advisor: Megan Coots Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: Megan Coots, Financial service, 16864 S Davis Street, Galesville, WI.

Such a fun morning with my son’s class as they learned to curl!Thank you to the La Crosse Curling Club for the lessons. ...
02/23/2026

Such a fun morning with my son’s class as they learned to curl!

Thank you to the La Crosse Curling Club for the lessons. The Olympics have really made me fall in love with this sport again.

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully fun...
12/22/2025

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully funding it each year.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't nee...
12/18/2025

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

Benefits to having both

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer availabl...
12/13/2025

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Anyone with financial obligations should have life insurance, but determining how much can be a challenge.

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
12/10/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals....
12/07/2025

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best str...
12/05/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready...
12/02/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adj...
11/26/2025

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred grow...
11/22/2025

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred growth by waiting too late to contribute. Here's how contributing to an IRA earlier could help you get that much closer to your retirement goals.

How contributing early to an IRA could help you get closer to your retirement goalswww.edwardjones.com/us-en

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common heal...
11/18/2025

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

Address

16864 S Davis Street
Galesville, WI
54630

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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