Edward Jones-Financial Advisor: Keagan Dollard

Edward Jones-Financial Advisor: Keagan Dollard ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for ...
01/31/2026

If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for things like Social Security, health care costs and how to go from saving to spending.

Read through this checklist

Did you know 84% of high school students are concerned about their financial future? At Edward Jones, we see an opportun...
01/29/2026

Did you know 84% of high school students are concerned about their financial future?

At Edward Jones, we see an opportunity to take that concern and turn it into confidence. Since 2020, we have partnered with EVERFI on our Financial Fitness curriculum, a digital education initiative designed to empower high school students, clients, investors and families to gain a deeper understanding of the fundamentals of investing, the global marketplace and foundational financial concepts.

We’ve set a goal of impacting one million adults and youth by the end of 2025, and have already reached more than 407,000 learners. Even more powerful, though, is the impact we've seen in the communities we're serving with this program. Through this work, Edward Jones is advancing our purpose to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. https://bit.ly/3A52XGN

2026 can be a year of positive returns and steady economic growth, in our view. However, there are potential risks, incl...
01/27/2026

2026 can be a year of positive returns and steady economic growth, in our view. However, there are potential risks, including AI uncertainty and lingering inflation.

2026 can be a year of positive returns and steady economic growth, in our view, but there are potential risks, including AI uncertainty and lingering inflation.

You may be a rock star at running your business, but it helps to have a financial professional assist you with your comp...
01/25/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benef...
01/24/2026

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benefits of a post-tax-advantaged account.

Don’t miss the benefits of a Roth conversionwww.edwardjones.com/us-en

01/23/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But ...
01/21/2026

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Pros and cons of maxing out your retirement accountswww.edwardjones.com/us-en

How often are your employees receiving financial education to help them save for retirement and other goals?
01/19/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

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

2025 was a banner year for global markets despite the steep selloff in April. Portfolio Strategist Tom Larm explains how...
01/18/2026

2025 was a banner year for global markets despite the steep selloff in April. Portfolio Strategist Tom Larm explains how doubling down on diversification could help investors navigate 2026 with confidence.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial a...
01/16/2026

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial advisor?

Here's our business owners hub

May you experience the good news of Christmas and that you're filled with glad tidings and joy. Wishing you a merry Chri...
12/25/2025

May you experience the good news of Christmas and that you're filled with glad tidings and joy. Wishing you a merry Christmas filled with love and wonder.

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully fun...
12/13/2025

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.

Address

910 54th Avenue Suite 220
Greeley, CO
80634

Opening Hours

Monday 8am - 5am
Tuesday 8am - 5am
Wednesday 8am - 5am
Thursday 8am - 5am
Friday 8am - 5am

Telephone

+19703516075

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