Edward Jones- Financial Advisor: Heidi Frank

Edward Jones- Financial Advisor: Heidi Frank Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones- Financial Advisor: Heidi Frank, Financial service, 3780 Kilroy Airport Way Ste 810, Long Beach, CA.

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a mo...
06/05/2026

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a more inclusive community for all.

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
06/04/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are thre...
06/01/2026

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are three factors to consider when saving for retirement.

Tips for getting started

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/4dRrqD7

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4dQoQgR

At Edward Jones, we’re committed to improving the lives of our clients by helping families achieve their financial needs...
05/27/2026

At Edward Jones, we’re committed to improving the lives of our clients by helping families achieve their financial needs, wants and wishes so that more people can feel financially fulfilled. Learn more at https://bit.ly/4uvIWny

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/4fIwYSY

05/25/2026

I’m proud to work with a firm where people truly come first. At Edward Jones, our purpose is to help clients live more fulfilled lives while supporting one another and giving back to the communities we serve.

This video captures why that matters to me—and how purpose guides the work we do every day.

Learn more: edwardjones.com/findingfulfillment?utm_term=1243544&utm_source=facebook&utm_medium=social_media&utm_content=3177797&c3nid=1243544_facebook_3177797&c3ch=BranchSocialMedia&EID=MDAwMDAwMTczMzY3MA%3D%3D

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.

Address

3780 Kilroy Airport Way Ste 810
Long Beach, CA
90806

Opening Hours

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

Telephone

+17142097626

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