Edward Jones - Financial Advisor: Jeffrey Spaldi

06/25/2026

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.

06/23/2026

When Alzheimer’s or dementia touches your life, finding the right help matters. Edward Jones supports the Alzheimer’s Association, helping provide education, tools and support for individuals and families.

As a financial advisor, I help from the financial side—working with families to organize plans, prepare for potential care needs and help provide clarity during an uncertain time.

If you’re wondering what the next step might be, I’m here to help navigate the financial questions along the way.

Learn more at alz.org/resources.

06/21/2026

Join us in celebrating the dads, father figures and mentors who inspire us each and every day. Thank you for your wisdom, strength and steadfast love.

06/20/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

06/18/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/16/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

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

06/13/2026

When it comes to our financial relationship, we know that confidentiality is key. Take a moment to read through our privacy practices and then send me a message so we can get started.

Learn how we work to protect your information and how you can help protect yourself.www.edwardjones.com/us-en

06/11/2026

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/4apk4pu

06/09/2026

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4akWVo8

06/06/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

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