Edward Jones - Financial Advisor: Jim Bennett

Edward Jones - Financial Advisor: Jim Bennett Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: Jim Bennett, Financial service, 1900 S Main Street Suite 208, Wake Forest, NC.

We're proud to continue supporting the fight against this disease. In 2020 Edward Jones financial advisors and Alzheimer...
11/21/2019

We're proud to continue supporting the fight against this disease. In 2020 Edward Jones financial advisors and Alzheimer’s Association experts will host new joint seminars for clients about protecting health and wealth when facing a long-term illness.

In 2019 alone, Edward Jones had nearly 19,000 walk participants and raised more than $3.35 million.

If your retirement vision is about to become a reality, check out these four tips.
11/14/2019

If your retirement vision is about to become a reality, check out these four tips.

Investment Strategist Scott Thoma details four tips to help you make a smoother transition into retirement.

Without an estate plan your assets could be subject to a time-consuming, expensive and very public probate process.
11/07/2019

Without an estate plan your assets could be subject to a time-consuming, expensive and very public probate process.

77% of Americans believe that estate and legacy planning are not just for the wealthy, yet most have not even taken the most basic steps.

We honor our veterans and thank you for your service and courage.
11/04/2019

We honor our veterans and thank you for your service and courage.

Veterans Day 2019.

Will you have enough money saved for retirement? Use our calculator as a starting point.
10/28/2019

Will you have enough money saved for retirement? Use our calculator as a starting point.

Let's work together to determine how much you'll need – and how I can help you get there.

Communicating with your beneficiaries is key to developing a sound estate plan and ensuring that your assets go to those...
10/23/2019

Communicating with your beneficiaries is key to developing a sound estate plan and ensuring that your assets go to those who matter most.

While 73% of Americans are confident that their beneficiaries will know how to carry out their estate plans, only 49% of beneficiaries said they are confident, according to an Edward Jones survey.

Before you simply "check the box" at work, here's what you should know about group life insurance.
10/14/2019

Before you simply "check the box" at work, here's what you should know about group life insurance.

If you're relying solely on your employer plan for life insurance, you could be coming up short.

10/07/2019

September's jobs report, which provided some assurance that despite a slowdown in hiring, the labor market remains tight, a positive for consumers and the economy.

Take a look at our update.

Jennifer Aniston. Jennifer Lopez. Gwen Stefani. What do they all have in common? They're all celebrating a milestone bir...
09/30/2019

Jennifer Aniston. Jennifer Lopez. Gwen Stefani. What do they all have in common? They're all celebrating a milestone birthday in 2019-50! If you are as well, it's a good time to reflect on your retirement preparations.

While you can't predict the future, you can plan for it.

Good news, sandwich generation: It is possible to plan for retirement while caring for a parent and/or child.
09/25/2019

Good news, sandwich generation: It is possible to plan for retirement while caring for a parent and/or child.

Once I understand what's important to you, I can help you document a specific retirement goal and we can develop personalized financial strategies to work toward it.

Check out this week's market update for details on last week's market moves and a preview of the week ahead.
09/23/2019

Check out this week's market update for details on last week's market moves and a preview of the week ahead.

Take a look at our update.

What are the current signals telling you as a long-term investor, and how should you react?
09/20/2019

What are the current signals telling you as a long-term investor, and how should you react?

Investment Strategist Kate Warne looks at trade worries, the Federal Reserve’s interest rate moves and the inverted yield curve, and slowing economic growth.

Address

1900 S Main Street Suite 208
Wake Forest, NC
27587

Telephone

+19195543743

Website

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