Edward Jones- Financial Advisor: Danielle Sagan

Edward Jones- Financial Advisor: Danielle Sagan Helping others has been an integral part of who I am. I am proud to partner with a firm that puts the client first.

I chose a career with Edward Jones after seeing the positive impact both my dad and brother had with their clients and their families.

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4gSvK6G

09/08/2026

Losing your job can feel overwhelming. Here are a handful of time-sensitive steps you may want to take following the loss of employment to put yourself in the best financial position.

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Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our ...
09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/05/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4cqRS6P

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand conte...
09/04/2026

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand content and live webinars — at no additional cost to eligible organizations.

Help employees with their personal finances

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
09/03/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should wo...
09/02/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

Join us for Business Owner Exit Planning: Start with the end in mind.This presentation is designed to help business owne...
09/01/2026

Join us for Business Owner Exit Planning: Start with the end in mind.

This presentation is designed to help business owners become familiar with succession planning and steps to take now to prepare for an exit in the future.

📆 September 24
⏰ 11:30 AM - 12:00 PM EST

Register here: https://bit.ly/46G5Xd3

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
09/01/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

Address

34650 US Highway 19 N Suite 204
Palm Harbor, FL
34684

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