Edward Jones-Financial Advisor: Tommy Immer

Edward Jones-Financial Advisor: Tommy Immer /*********/
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It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
06/03/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4o7A1Gr

06/02/2026

Managing your own investments? Even smart people miss things. Estate considerations, tax strategies, health care costs in retirement. A fresh set of eyes catches what you overlooked. Call me and let's see how I can help.

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a mo...
06/01/2026

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a more inclusive community for all.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4vqJX0u

05/30/2026

What does it mean to be rich? Ted Jones believed his farm and family made him the richest man in the world. I believe the cornerstone of financial strategy starts with understanding what matters to you. Let's talk.

05/29/2026

There is an old adage that says, "sell in May and go away." But should investors take that approach this year? Principal, Head of Investment Strategy Mona Mahajan discusses market strategy and what to consider before trying to time the markets.

Watch the full episode: https://bit.ly/49vCRzf

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4x2pbWA

Stay up to date with the latest developments, trends and daily insights on the market.
05/28/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

05/27/2026

Does your financial plan match your life right now? Or is it set up for who you were five years ago? Life moves fast. Your strategy should too. Let's make sure it matches where you are today. Reach out if this sounds familiar.

We can help you address some of the common financial needs we see among business owners, including retirement plans, pro...
05/26/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

Address

501 Deep Valley Drive , Suite 210
Rolling Hills Estates, CA
90274

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm

Telephone

+13103773284

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