Edward Jones-Financial Advisor: Andy Lucero

Edward Jones-Financial Advisor: Andy Lucero 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 14,000 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, Cara Archer 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/andy-lucero for more information.
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After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4uk9M11

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to hel...
06/05/2026

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/4ftUymp

With the increased prevalence and sophistication of fraud and cybercrimes, our cybersecurity and Senior Client Protectio...
06/04/2026

With the increased prevalence and sophistication of fraud and cybercrimes, our cybersecurity and Senior Client Protection teams are meeting the challenge, ready to identify, analyze and protect clients from the moment fraud is detected. Learn more at edwardjones.com/privacy?utm_term=939934&utm_source=facebook&utm_medium=social_media&utm_content=3202393&c3nid=939934_facebook_3202393&c3ch=BranchSocialMedia&EID=MDAwMDAwMTgwNTU1NQ%3D%3D

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the pr...
06/03/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
06/02/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
06/01/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/49uL1Yz

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3RG6Myt

05/29/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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05/28/2026

Confused about how Social Security works? You’re not alone. Myths persist, but the truth is often far more reassuring. A little clarity can go a long way in building a confident retirement plan.

Learn more: https://bit.ly/4dAnmZb

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other profes...
05/27/2026

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other professionals working with our clients so we can better help them reach their goals. Find out more about how we can work together.

https://bit.ly/4wTeeWZ

Address

2401 S 1st Street, Suite 112
Yakima, WA
98903

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+15094524768

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