Edward Jones-Financial Advisor: Daniel Pellerin

Edward Jones-Financial Advisor: Daniel Pellerin Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Gabrielle and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/daniel-pellerin for more information.
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We can explain options for your 401(k) including leaving the money in your former employer's plan, moving it to your new...
09/29/2020

We can explain options for your 401(k) including leaving the money in your former employer's plan, moving it to your new employer's plan, rolling it over to an IRA or cashing out the account subject to tax consequences.

Understand your retirement plan options when you change employers.

The 2020 election is making headlines. But when it comes to your portfolio, your financial goals, not the election, shou...
09/14/2020

The 2020 election is making headlines. But when it comes to your portfolio, your financial goals, not the election, should be your guide.

Does this election matter? Yes. But history shows us the fundamental factors – such as economic growth, rising corporate profits and interest rate conditions – are the more powerful and lasting determinant of market performance.

Unsure whether you can retire? Let's talk.
08/24/2020

Unsure whether you can retire? Let's talk.

I can help – give me a call.

The legislation provides $350 billion to help small businesses – those with fewer than 500 employees – retain workers an...
04/15/2020

The legislation provides $350 billion to help small businesses – those with fewer than 500 employees – retain workers and avoid closing up shop.

These are challenging times, and that’s especially true for business owners. We’re here to help in any way possible.

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Newport, VT
05855

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+18023346261

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