Edward Jones - Financial Advisor: Brian Kurcaba

06/06/2021

Don’t rush – but consider all your options.

If you receive a sizable inheritance – or a lump sum from another source – how can you make the best use of the money? Think carefully about your options.

06/03/2021

Join us for the Retirement: Making Your Money Last seminar.

How do you picture your retirement? We’ll discuss strategies designed to help you work toward fulfilling your retirement expectations. We’ll also explore how to address concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected.

Date: Wednesday, June 16th
Time: 6:00 P.M.
RSVP for Log on instructions: email [email protected] or call 304-599-8322.

05/29/2021

There is a lot that comes with being a business owner, and sometimes you need a little help. As a financial advisor, I can assist you with your financial strategy from the top line to the bottom. If you’re not sure where to begin, take a look at this guide for entrepreneurs like you.

Addressing your business needs

05/28/2021

Business owners, are you ready to grow your team? If you’ve hit that milestone, we know there can be a lot to consider. Here is your guide to providing insurance, setting up retirement plans and more.

What to keep in mind.

05/28/2021

Today, Memorial Day, we honor those who have sacrificed their lives for our country.

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05/27/2021

As a business owner, you have a responsibility to take care of your employees. Have you looked into the different retirement options for your team?

Plans for your employees

05/27/2021

We're proud to share that Edward Jones ranked among the highest on the 2021 Investment Executive Brokerage report card. Our firm's strongest ratings were in many categories including corporate culture and ethics, strategic focus, support for dealing with regulatory changes, and receptiveness to advisor feedback, to name a few. Being a private partnership provides us with the unique ability to focus all our efforts on providing an exceptional client experience. These consistent positive ratings by our financial advisors demonstrate why Edward Jones continues to be a great place to build a rewarding career and a top employer in Canada. [EDJ2021]

How investment advisors rated their firms

05/26/2021

Looking for more ways to help save for your child’s education? A 529 plan offers tax-free growth and tax-free withdrawals on money spent for education.

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05/25/2021

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you.

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05/13/2021

Understanding the role of Social Security is critical. I can help you understand your benefits and how they fit in your retirement plan.

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05/12/2021

Have you ever asked yourself, “Where am I today?” or “How can I stay on track?” Life gets busy, and planning for years ahead can be stressful. Send me a message, and we can tackle this stress together. I can help you build a strategy tailored for you and your future.

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05/11/2021

We know that meeting with a financial advisor can be intimidating, but we want to keep your mind at ease. At Edward Jones, we put you and your goals first so we can create a strategy that you feel comfortable with. Send me a message to learn more about what our first consultation could entail.

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