Edward Jones-Associate: Marcos Palma Garcia

Edward Jones-Associate: Marcos Palma Garcia Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones-Associate: Marcos Palma Garcia, Financial service, 3021 Citrus Cir Ste 275, Walnut Creek, CA.

Your investment goals are as unique as the route you take to reach them. We believe following certain "rules of the road...
10/12/2025

Your investment goals are as unique as the route you take to reach them. We believe following certain "rules of the road" can help you get where you want to be.

Learn more: https://bit.ly/48r3Vjp

The Federal Reserve cut interest rates for the first time this year in September. What does this mean for fixed-income i...
10/11/2025

The Federal Reserve cut interest rates for the first time this year in September. What does this mean for fixed-income investors?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is im...
10/10/2025

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is improving the outlook for international equities.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Our Senior Economist James McCann weighs in on the government shutdown and potential market impact in a recent Fox Busin...
10/09/2025

Our Senior Economist James McCann weighs in on the government shutdown and potential market impact in a recent Fox Business article.

Financial markets are expected to remain relatively unfazed by the government shutdown, with the S&P 500 historically posting positive returns during past shutdowns.

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between ...
10/03/2025

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both

While many people plan carefully to meet long-term financial objectives, too many don't have an estate plan in place, wh...
10/02/2025

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

Getting the most out of Social Security is actually quite simple — and it focuses on one key number. Here’s a clear-cut ...
10/01/2025

Getting the most out of Social Security is actually quite simple — and it focuses on one key number. Here’s a clear-cut route to help maximize your Social Security benefits.

The government’s formula rewards workers who keep earning income for at least 35 years.

Alzheimer's can rob families of their relationships and their wealth — two things Edward Jones works hard to help client...
09/30/2025

Alzheimer's can rob families of their relationships and their wealth — two things Edward Jones works hard to help clients preserve. Learn the early warning signs and what you can do to prepare.

Alzheimer's can rob families of their relationships and their wealth — two things Edward Jones works hard to help clients preserve. Learn the early warning signs and what you can do to prepare.www.edwardjones.com/us-en

09/29/2025

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

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How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't he...
09/27/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

A cooling labor market has shifted the Federal Reserve’s focus from inflation to employment. Senior Global Strategist An...
09/26/2025

A cooling labor market has shifted the Federal Reserve’s focus from inflation to employment. Senior Global Strategist Angelo Kourkafas looks at both key indicators and their implications for portfolios.

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...

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might w...
09/26/2025

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Address

3021 Citrus Cir Ste 275
Walnut Creek, CA
94598

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 3pm

Website

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