Edward Jones - Financial Advisor: Kate Finley

Edward Jones - Financial Advisor: Kate Finley Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: Kate Finley, Financial Consultant, 614 S Watters Road Suite 140, Allen, TX.

With the number of websites you're using for online shopping these days, it’s more important than ever to know how to pr...
09/21/2022

With the number of websites you're using for online shopping these days, it’s more important than ever to know how to protect your personal information. Learn more today.

Learn how to protect your identity and personal information. From Edward Jones and EVERFI

Have you started saving for your retirement? The earlier you start, the better off you'll be! Learn more about how 401k ...
09/19/2022

Have you started saving for your retirement? The earlier you start, the better off you'll be! Learn more about how 401k plans can help you save for your future income.

Learn how to use a 401(k) plan to help you save for future income while getting tax benefits. From Edward Jones and EVERFI

The spirit of caring is alive and well at Edward Jones. We've recently ranked No. 37 on PEOPLE's "Companies That Care" 2...
09/15/2022

The spirit of caring is alive and well at Edward Jones. We've recently ranked No. 37 on PEOPLE's "Companies That Care" 2022 list. We're particularly proud of being recognized for the work we do to make a positive impact for our clients, colleagues and communities.

Edward Jones has been named one of the 100 Companies That Care, ranking No. 37 overall on the Great Place to Work® and People magazine list (published August 2022).

Looking to be more strategic with your savings accounts? Take a look at your options, and then let’s talk about what’s b...
09/13/2022

Looking to be more strategic with your savings accounts? Take a look at your options, and then let’s talk about what’s best for you.

Check out your account options

Some great quotes about grandparents. What's your favorite?
09/11/2022

Some great quotes about grandparents. What's your favorite?

We are thankful for them!

As we get into the latter half of the year, here's some helpful information about seasonal affective disorder and tips t...
09/08/2022

As we get into the latter half of the year, here's some helpful information about seasonal affective disorder and tips to make it through.

From kindergartners to college students, what should parents be doing to monitor their child's mental health?

Take a look at my recent news.
09/06/2022

Take a look at my recent news.

There's still time to meet your goals!
09/01/2022

There's still time to meet your goals!

Personal finance New Year’s resolutions are worth fighting for. Here are a few tips to help you re-up your commitments mid-year.

Curious how Edward Jones works with you to help guide your investments? Whether it’s hands-on or hands-off, we have stra...
08/30/2022

Curious how Edward Jones works with you to help guide your investments? Whether it’s hands-on or hands-off, we have strategies in place that will work for you.

Strategies with you in mind

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
08/25/2022

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

Did you know 84% of high school students are concerned about their financial future? At Edward Jones, we see an opportun...
08/23/2022

Did you know 84% of high school students are concerned about their financial future?

At Edward Jones, we see an opportunity to take that concern and turn it into confidence. Since 2020, we have partnered with EVERFI on our Financial Fitness curriculum, a digital education initiative designed to empower high school students, clients, investors and families to gain a deeper understanding of the fundamentals of investing, the global marketplace and foundational financial concepts.

We’ve set a goal of impacting one million adults and youth by the end of 2025, and have already reached more than 407,000 learners. Even more powerful, though, is the impact we've seen in the communities we're serving with this program. Through this work, Edward Jones is advancing our purpose to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. https://bit.ly/3A52XGN

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns ...
08/18/2022

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

Address

614 S Watters Road Suite 140
Allen, TX
75013

Opening Hours

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

Telephone

+19723902046

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