Edward Jones-Financial Advisor: Dallas Robertson

Edward Jones-Financial Advisor: Dallas Robertson I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors.

We do that by getting to know you, understanding your goals, and developing individualized strategies. I'm a Missouri born and raised, financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. Our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, unde

rstanding your goals, and developing individualized strategies to help you reach them. My teammate, Janel and I work to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/dallas-robertson for more information.
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If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to ha...
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If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cov...
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If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
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Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

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This Memorial Day, we honor the men and women who laid down their lives in service to our country.
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This Memorial Day, we honor the men and women who laid down their lives in service to our country.

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

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here ar...
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If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
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Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
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Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and...
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Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for un...
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Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

Address

3702 W Truman Boulevard Suite 221
Jefferson City, MO
65109

Opening Hours

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

Telephone

+15736594492

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