Edward Jones - Financial Advisor: Michael Flynn

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Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
10/30/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/48lJC5u

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/25/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
10/23/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/18/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/3VNenxg

Address

40 Park Place, Suite 107
Newton, NJ
07860

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19733833032

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