Edward Jones-Financial Advisor: Calvin Ockey

Edward Jones-Financial Advisor: Calvin Ockey Edward Jones Financial Advisor / Financial Strategies / Retirement / Insurance At Edward Jones, we focus on long-term, personalized guidance.

As a Financial Advisor with Edward Jones, I focus on helping individuals and small business owners prepare for one of their life's most important transitions: retirement. Whether you're decades away or right around the corner, I work closely with you to build a retirement strategy that's aligned with your goals, values, and lifestyle. I take pride in helping clients feel confident about their fina

ncial future - without overwhelming them with jargon or complexity. For small business owners, I understand how much of your life and legacy is tied to your business. I provide strategies for business retirement plans, succession planning, and protecting what you've worked so hard to build. My approach is rooted in relationships, not transactions - and I'm proud to serve clients across the Tri-Cities and beyond. If you're a business owner looking to align your personal and professional goals - or simply ready to take the next step toward a confident retirement - I'd be honored to help.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4nWuthW

05/29/2026

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.

404 Errorwww.edwardjones.com/us-en

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
05/27/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4wSyFmX

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

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

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one ...
05/22/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

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

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/20/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

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

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/43kBT52

As a financial advisor, I’m proud to support the local businesses that keep our community thriving.With new partners lik...
05/15/2026

As a financial advisor, I’m proud to support the local businesses that keep our community thriving.

With new partners like Nationwide and Voya, and tools like Aboon and Addition Wealth, Edward Jones is making it easier for business owners to offer retirement plans and education that strengthen financial wellness.

If you're a local business owner, let’s connect. I’d love to help you build a stronger financial future for your business and your team.

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and eval...
05/13/2026

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you’ll experience as you transition to working for yourself.

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

Address

8836 W Gage Boulevard Ste 102A
Kennewick, WA
99336

Opening Hours

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

Telephone

+15094913636

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Calvin Ockey posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones-Financial Advisor: Calvin Ockey:

Share