Edward Jones - Financial Advisor: Andrea Bacon

Edward Jones - Financial Advisor: Andrea Bacon Partnering for your financial health is what Edward Jones is all about. I'm honored to be part of a firm that puts our client's interests first.

What can I do to help you? Everyone’s financial goals are individual. That's why it’s critical to have a guide focused on developing a plan tailored to your unique needs and desires. Showing you how to make your money work for you is where Edward Jones and I come in. My introduction to handling money wisely started from a young age when trips to the grocery store doubled as opportunities to practi

ce math skills and learn about alternative choices. My lessons continued in my teen years as I learned to manage the money I started making. Although my teen self may not have appreciated it, I was taught to file my own taxes. Soon I started to learn about best options to start saving early for retirement. I am so thankful now that the importance of financial literacy was ingrained me. It ultimately led me to continue my financial study so I can help others plan to meet their needs and achieve their dreams as a Financial Advisor for Edward Jones. I am proud to be a Lancaster County native. Growing up in this area of PA taught me a lot about great community. I graduated from Conestoga Valley in 2000 before earning my BS in Math from Virginia Tech in 2004 and returning to Lancaster. I spent the next 18 years teaching high school math, during which I earned by Master’s from Millersville in 2011. Over my years teaching math to teens, one thing I always wished for was more of a focus on financial education. This is another important reason why I became a financial advisor. In this role I educate people about how to best utilize their money while providing first class service. This allows people to invest toward whatever experiences and causes matter most to them. Do you have children in your life whose education you want to save for? Do you want to purchase a home or improve the one you own? Do you want to optimize your saving for retirement? Do you want more funds for travel or hobbies? Do you have charities that you’re passionate about supporting? If the answer to any of these questions is yes, please allow me and my Edward Jones team to help. I look forward to the opportunity to serve you!

3 weeks from today!You're Invited to the Next Meeting of Coffee ClubDiscussing current events, the economy and investing...
06/05/2026

3 weeks from today!

You're Invited to the Next Meeting of Coffee Club

Discussing current events, the economy and investing - in a relaxed, informal setting - is a great way to get to know one another. Feel free to bring a friend.

When: 6/26/26 @ 8:00am

Where: Javateas Gourmet Coffee Cafe @ 1 Dutchland Ave, Ephrata PA 17522

Please let me know to expect you by emailing [email protected] by June 25th.

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed ...
06/04/2026

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed around your needs. See if it’s right for you.

Discover the power of planning: https://bit.ly/4o9DWmm

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to hel...
06/01/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/4dIBEai

4 weeks from today!You're Invited to the Next Meeting of Coffee ClubDiscussing current events, the economy and investing...
05/29/2026

4 weeks from today!

You're Invited to the Next Meeting of Coffee Club

Discussing current events, the economy and investing - in a relaxed, informal setting - is a great way to get to know one another. Feel free to bring a friend.

When: 6/26/26 @ 8:00am

Where: Javateas Gourmet Coffee Cafe @ 1 Dutchland Ave, Ephrata PA 17522

Please let me know to expect you by emailing [email protected] by June 25th.

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
05/28/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/25/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

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

5 weeks from today!You're Invited to the Next Meeting of Coffee ClubDiscussing current events, the economy and investing...
05/22/2026

5 weeks from today!

You're Invited to the Next Meeting of Coffee Club

Discussing current events, the economy and investing - in a relaxed, informal setting - is a great way to get to know one another. Feel free to bring a friend.

When: 6/26/26 @ 8:00am

Where: Javateas Gourmet Coffee Cafe @ 1 Dutchland Ave, Ephrata PA 17522

Please let me know to expect you by emailing [email protected] by June 25th.

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employe...
05/21/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
05/19/2026

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.

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
05/18/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

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1828 N Reading Road
Stevens, PA
17578

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+17173360144

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