Edward Jones - Financial Advisor: Michael Scanlan

Edward Jones - Financial Advisor: Michael Scanlan 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 14,000 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, [Name] 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/yourFirstName-yourLastName for more information
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Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retir...
09/19/2024

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retirement. Time (how long you save), money (how much you save) and return (how much your investments earn) are simple but powerful concepts. Learn how I can help.

Tips for getting started

Rising gas prices are often a hot topic, not to mention a big concern for those who lack an emergency fund. It's never t...
11/06/2023

Rising gas prices are often a hot topic, not to mention a big concern for those who lack an emergency fund. It's never too late to build a "rainy day" strategy, even if you're already enjoying the retirement stage of life. Let's set up time to discuss how you can handle life's unexpected events.

Emergency funds are important to any financial strategy, even in retirement. Here’s some advice on how to prepare for emergencies that may occur.

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress towa...
10/02/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

Take a look at the latest rates, and let me know if you have any questions!
10/03/2022

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

If you’ve been thinking about your financial future, it may be time to revisit your strategy. Let’s talk through your go...
05/19/2022

If you’ve been thinking about your financial future, it may be time to revisit your strategy. Let’s talk through your goals and ensure you’re on the path to meeting them.

Another reason to start thinking about your retirement goals early? A new study shows that retirees with little debt and...
02/14/2022

Another reason to start thinking about your retirement goals early? A new study shows that retirees with little debt and guaranteed income were the happiest in their golden years.

Let’s talk about your goals and purpose in retirement.

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These factors are most common among those who are "comfortable" or "affluent" in retirement, according to a study. Here are the key takeaways.

In 2021, we saw the biggest jump in inflation in three decades. If you’ll be retiring in a few years, should you adjust ...
01/05/2022

In 2021, we saw the biggest jump in inflation in three decades. If you’ll be retiring in a few years, should you adjust your investment strategy?

Learn how stocks and bonds respond to inflation and what that can mean as you plan for retirement.

Need help understanding the differences between a 401(k) and a Traditional IRA? Let’s go over your retirement options to...
11/29/2021

Need help understanding the differences between a 401(k) and a Traditional IRA? Let’s go over your retirement options together so you’ll be prepared when it’s time to choose one.

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about ...
09/30/2021

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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Why following a long-term investing plan is a more strategic approach and may perform better than more nimble efforts
06/19/2020

Why following a long-term investing plan is a more strategic approach and may perform better than more nimble efforts

Uncertainty got you worried? Let's talk.

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3147 Willowcreek Road
Portage, IN
46368

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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