Edward Jones - Financial Advisor: Kelly Walker

Edward Jones - Financial Advisor: Kelly Walker My focus is on delivering the best possible financial outcomes for individuals and families. I help

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Interested in growing your practice? Experience Edward Jones firsthand and find out how to take your business to the nex...
01/31/2024

Interested in growing your practice? Experience Edward Jones firsthand and find out how to take your business to the next level. Join us March 6-8, 2024 for our Premier Due Diligence event.

https://bit.ly/4bxbvIr

Today, we celebrate the legacy of Dr. Martin Luther King, Jr., who inspires us each day to make his dream that much clos...
01/15/2024

Today, we celebrate the legacy of Dr. Martin Luther King, Jr., who inspires us each day to make his dream that much closer to reality.

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The...
01/09/2024

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

01/02/2024

Happy Financial Wellness Month! Ready to make 2024 your year? Explore our interactive lessons and take control of your financial future.

Realizing your dreams starts with smart investing

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re...
11/27/2023

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re able to handle a higher bill come tax season, you may want to consider a Roth IRA conversion.

What you should consider when thinking about converting a traditional IRA to a Roth IRA.

10/30/2023

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about ...
10/11/2023

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately...
09/20/2023

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately, there are steps you can take to help protect yourself. Here are some tips to help keep you cyber-safe:

Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?

From 401(k)s to traditional IRAs, we offer a variety of retirement accounts. And we know it can get confusing at times. ...
09/14/2023

From 401(k)s to traditional IRAs, we offer a variety of retirement accounts. And we know it can get confusing at times. We’re here to help you understand the differences between these accounts so you can comfortably save for your future.

Choose from a variety of plans

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes u...
08/29/2023

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

The small things you do now can make a big difference later in life. Here are some factors to consider as you think abou...
05/19/2023

The small things you do now can make a big difference later in life. Here are some factors to consider as you think about retirement.

Tips for getting started

Here are five lessons retirees wish they knew before they retired.
05/04/2023

Here are five lessons retirees wish they knew before they retired.

Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.

Address

1640 17th Ave.
Longmont, CO
80504

Opening Hours

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

Telephone

+13034852104

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: Kelly Walker 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: Kelly Walker:

Share