Edward Jones - Financial Advisor: Brian J. Sulewski

08/25/2025

Policy clarity helped boost markets in July, but the trade winds shifted again in August. Portfolio Strategist Tom Larm outlines three actions you can consider to help stay opportunistic through year-end.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

11/13/2024

Let's deliver hope to children in need.

We’re proud to serve as a drop-off location for the U.S. Marine Corps Reserve Toys for Tots program. Last holiday season, Edward Jones associates and clients donated 11,561 toys to brighten the holidays for children in need!

Help us spread joy this season by participating in our toy drive. Drop off new, unwrapped toys at participating Edward Jones branches from now until December. Contact us to confirm donation drop-off dates.

Together, we can deliver hope and make a difference in a child’s life.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary. Edward Jones cannot accept gift cards, cash or checks as donations.

11/23/2023

May your Thanksgiving be filled with love, laughs and many reasons to be thankful.

11/20/2023

What does it mean to become a financial caregiver? Before signing on for a responsibility like that, you need to understand the expectations. Our resources can answer your questions when deciding if you're ready to take on this role.

Learn more about the responsibilities of caring for another person's financial wellbeing.

11/18/2023

If you’re not sure where to start with your new budget, we’ve got you covered. Here are some quick tips on getting set up.

Creating a budget can seem like it's scary, but follow these tips to take charge of your finances and spend your household's money more wisely.

11/16/2023

You can never be too sure when it comes to your retirement accounts or life insurance. Let's work together to help ensure that your financial future is set.

Estimate your future value

11/13/2023

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

What to keep in mind.

11/11/2023

Are you among them? Let's talk about how to make sure your financial strategy supports your goals.

11/09/2023

Start now to help relieve the burden of debt. Every dollar saved today is a dollar less to borrow — and repay with interest in the future. Any 529 plan contributions, no matter the size, can help make an impact.

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11/06/2023

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

Gain insights into the benefits of and differences between a Roth IRA vs Traditional IRA to optimize your retirement savings and minimize tax liabilities.

11/04/2023

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

11/02/2023

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Practical and proven strategies you can take to become a more tax-efficient investor.