Edward Jones-Financial Advisor: Cole Kendrick

Edward Jones-Financial Advisor: Cole Kendrick Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones-Financial Advisor: Cole Kendrick, Financial service, 13435 S Mc Call Road Suite 2, Port Charlotte, FL.

Life insurance is a vital part of any financial strategy – but determining what type of insurance and how much coverage ...
04/02/2026

Life insurance is a vital part of any financial strategy – but determining what type of insurance and how much coverage you need can be difficult. Here are some questions to help you determine if permanent life insurance is right for you.

See if it’s right for you

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
04/01/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

It’s no secret that the cost of going to college is on the rise. Luckily, there are a variety of account types specifica...
03/31/2026

It’s no secret that the cost of going to college is on the rise. Luckily, there are a variety of account types specifically designed to help you save for your child’s education.

Find the best strategy for you

Sending your child to college can be a time of immense pride coupled with uncertainty about what it means for your finan...
03/30/2026

Sending your child to college can be a time of immense pride coupled with uncertainty about what it means for your financial situation. Here are six things to consider as your child begins life after high school.

6 things to consider

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
03/25/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

At Edward Jones, we’re committed to improving the lives of our clients by helping families achieve their financial needs...
03/25/2026

At Edward Jones, we’re committed to improving the lives of our clients by helping families achieve their financial needs, wants and wishes so that more people can feel financially fulfilled. Learn more at https://bit.ly/4srV0oV

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
03/23/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
03/23/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

Life insurance can sometimes be confusing. If you already have it, you may be wondering if you have enough. If you don't...
03/22/2026

Life insurance can sometimes be confusing. If you already have it, you may be wondering if you have enough. If you don't have it yet, what type do you need?

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

03/21/2026

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

While many people plan carefully to meet long-term financial objectives, too many don't have an estate plan in place, wh...
03/20/2026

While many people plan carefully to meet long-term financial objectives, too many don't have an estate plan in place, which can help protect you and your family during incapacitation, ensure accurate distribution of your assets to your heirs and help minimize unnecessary fees and taxes.

Learn how and where to start

Giant tech companies have been runway market leaders. However, 2026 has been a different story. With the Magnificent Sev...
03/19/2026

Giant tech companies have been runway market leaders. However, 2026 has been a different story. With the Magnificent Seven lagging the pack, Senior Economist, James McCann takes a broad look across the market to uncover opportunities.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

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13435 S Mc Call Road Suite 2
Port Charlotte, FL
33981

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