Edward Jones - Financial Advisor: Melanie Peterson

Edward Jones - Financial Advisor: Melanie Peterson 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 13,000 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, Cherie, 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/Melanie-Peterson for more information.
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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4crI0cT

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here:...
11/17/2024

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3AAi2Ez

If you're looking for holiday gift ideas beyond the traditional fare, funding a child's education with a 529 savings acc...
11/14/2024

If you're looking for holiday gift ideas beyond the traditional fare, funding a child's education with a 529 savings account is a gift worth giving — and one that can have lasting benefits.

Gifting 529 education savings contributions during the holiday season is one holiday gift with lasting benefits.www.edwardjones.com/us-en

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, c...
06/04/2024

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn 5 common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.
04/23/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your finan...
04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help m...
03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

03/19/2024

Let's connect to make sure you are prepared.

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100 N Main Street
Waupaca, WI
54981

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Monday 8am - 4:30pm
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