Edward Jones - Financial Advisor: David Gwatkin

Edward Jones - Financial Advisor: David Gwatkin Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: David Gwatkin, Financial service, 61 Depot Street, Lyndonville, VT.

Our guidance can be summed up in three points
12/22/2020

Our guidance can be summed up in three points

Here's how stocks can impact your portfolio. Let's meet to discuss their inclusion into your financial strategy.

We know that planning for your future is about so much more than your finances. Check out our resources that help you st...
12/18/2020

We know that planning for your future is about so much more than your finances. Check out our resources that help you stay physically, emotionally and financially fit.

Take a look at how we're here for you.

Get to know our process.
12/12/2020

Get to know our process.

We use a disciplined approach to select the stocks, bonds and mutual funds we recommend.

Check out this week's market update for details on last week's market moves and a preview of the week ahead.
12/12/2020

Check out this week's market update for details on last week's market moves and a preview of the week ahead.

Take a look at our weekly market update

4 broad views for the year ahead
12/11/2020

4 broad views for the year ahead

How can you best position yourself to stay on track toward your goals in the coming year and well beyond? Give me a call - let's discuss.

This article discusses how education savings are taken into account in financial aid calculation. Let me know if you hav...
12/08/2020

This article discusses how education savings are taken into account in financial aid calculation. Let me know if you have any questions!

This can be a complex topic, so I'm happy to review your options with you.

Check out these strategies to help you get more comfortable with this transition.
12/03/2020

Check out these strategies to help you get more comfortable with this transition.

How can I help? Give me a call.

The Dow achieved the milestone this week – nearly 125 years in the making. Take a look back at the road to this historic...
11/27/2020

The Dow achieved the milestone this week – nearly 125 years in the making. Take a look back at the road to this historical number.

The Dow hit 25,000 in January 2018.

For a review of last week's market and guidance for the week ahead, take a look at this report.
11/23/2020

For a review of last week's market and guidance for the week ahead, take a look at this report.

Check out our update.

In general, you’ll have two types of medical expenses when you retire: traditional and long-term.
11/13/2020

In general, you’ll have two types of medical expenses when you retire: traditional and long-term.

Let's determine how this fits into your overall strategy. Happy to discuss over the phone or in person.

You have unique needs and goals. Let's work together to chart a path forward.
11/11/2020

You have unique needs and goals. Let's work together to chart a path forward.

Get started today by giving me a call.

Get our initial thoughts on a post-election economy.
11/06/2020

Get our initial thoughts on a post-election economy.

After a rally heading up to the Nov. 3 election, the stock market's initial reaction has maintained that positive stance. That said, markets are likely to take a "wait and see" approach.

Address

61 Depot Street
Lyndonville, VT
05851

Opening Hours

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

Telephone

+18024273504

Website

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