Edward Jones - Financial Advisor: Katherine Forquer

(on lebanon)
Financial and Investment Services in Frisco, TX
Financial and Investment Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

6842 Lebanon Rd
Frisco, TX
75034

About

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Photos

Edward Jones - Financial Advisor: Katherine Forquer Photo Edward Jones - Financial Advisor: Katherine Forquer Photo

Services

  • Stocks & Bonds
  • Investment Managers
  • Advisors

Latest

Should life insurance be in your business succession plan? Three strategies to consider. https://bit.ly/3jniPuw
Retirement no longer simply means the end of work. Rather, it's a new chapter filled with freedoms across the important areas of health, family, purpose and finance. But what choices and challenges might accompany this new outlook? Join Ken Cella, the principal of our Client Strategies Group, along with other experts tomorrow at 1 p.m. ET for a wide-ranging conversation on the future of aging, hosted by the U.S. Chamber Foundation. Register here: https://bit.ly/3ieLPmK
Will this Election Year Be Politics as Usual? Here are three trends you should know when it comes to politics and investing. https://bit.ly/338x7tv
If you aren't at your last job, then why is your 401(k)? https://bit.ly/3jdxlVq
Confused about life insurance? Our guide can help you figure out how much and what type you need. https://bit.ly/32TGflv
On World Alzheimer's Day, we honor the more than 5 million Americans living with Alzheimer’s, and the 16 million providing unpaid care for individuals fighting the disease and other dementia. Our firm is dedicated to doing our part to help find a cure. Through our alliance with the Alzheimer’s Association, we have contributed more than $25 million to provide care and support to all those affected and accelerate research toward treatment. Will you join us? https://bit.ly/2ZWn3BE
Weekly Market Update https://bit.ly/3lb6HgS
A Closer Look at Bonds https://bit.ly/33mldvU
While the new normal creates new challenges, it also seems poised to accelerate trends that were already underway that could enhance productivity and drive efficiencies. Take a closer look at three broad, lasting changes that could result from the pandemic. https://bit.ly/2ST00E2
Serve clients, strengthen communities, champion associates and protect the planet. This is how our team of 49,000 Edward Jones associates make a positive impact. Take a closer look at our newest corporate citizenship report, which details how our investment in causes – from renewing our strategic alliance with the Alzheimer's Association to providing aid for COVID-19 relief– is making a difference for our clients, communities and with one another. https://bit.ly/34X1ouC
Weekly Market Update https://bit.ly/2GHbFmN
5 Ways to Build a Strong Financial Foundation in Your 20s https://bit.ly/2SKLr52
Funding cancer research while riding your bike? That's a cause at Edward Jones we are proud to be behind! 2020 marks the 11th year Team Edward Jones has supported Pedal the Cause and raised over $3.4 million to fund cancer research. This year we're riding virtually – and if you're inspired to participate, join Team Edward Jones at https://bit.ly/3jxMn8R
When did you last assess your financial health? Learn healthy habits you can put into practice today to improve your financial confidence. https://bit.ly/3jztWRd
Weekly Market Update https://bit.ly/2Fr7KtN
October is National Save for Retirement Month. Here are some questions to consider as you prepare for this new chapter of life. https://bit.ly/2SQIDUf
What is socially conscious investing? What types of sustainable investment options are available? Are there any downsides? You've got questions, take a look at our answers. https://bit.ly/3nL5jDy
Quarterly Market Outlook - 4th Quarter - 2020 Take a look at our perspective on market and economic topics. https://bit.ly/3oh4qD3
Will a new addition be joining your family in the near future? Here are some financial considerations to keep in mind. You could also consider sharing this checklist with your children if they're adding to their families! https://bit.ly/2G45adx
We honor our veterans and thank you for your service and courage. https://bit.ly/2IswOBX
After a rally heading up to the Nov. 3 election, the stock market's initial reaction has maintained that positive stance. That said, markets are likely to take a "wait and see" approach. https://bit.ly/3kZfGlu
On this Election Day, we encourage everyone to vote.
How to Navigate the New Digital World https://bit.ly/3lGhdNN
Weekly Market Update https://bit.ly/3eWBPPi
What does Medicare Cover? Should I Consider Long-term Care Insurance? https://bit.ly/35nkv2D
How We're Here For You During These Uncertain Times https://bit.ly/3frtaEq
We Understand Business Owners Here are some of the most common needs we see, along with the services we can provide to help address them. https://bit.ly/2IVi7Yu
Weekly Market Update https://bit.ly/334JEgX
Our Managing Partner Penny Pennington discusses the impact of the pandemic on retirees' money and key learnings that can bolster financial wellness. https://bit.ly/3fq73yj
From hands-on accounts that put you in control, to choices with built-in guidance, the decision of how to work with us is yours. Take a look. https://bit.ly/37bocIw
Weekly Market Update https://bit.ly/33jGLJe
Would you know how to spot elder financial abuse if you saw it and, more importantly, how to report it? https://bit.ly/2V5LrOc
Happy Thanksgiving! https://bit.ly/39gk0K8
6 Ways We Can Help You Prepare for the Unexpected https://bit.ly/3o2HSFj
Our associates are spreading Alzheimer’s awareness through the Walk to End Alzheimer’s and beyond. Read their inspiring stories and learn about their commitment in the fight to end Alzheimer's. https://bit.ly/2KFkDCL
Weekly Market Update https://bit.ly/36DHhnz
Want to enter 2021 with confidence in your finances? Here are six actions to take as the end of year approaches. https://bit.ly/36DJHCt
Edward Jones Named One of the 2020 Best Workplaces for Parents Our firm, ranked No. 7 on the list of 100 companies, earned this award for creating consistently positive experiences for working parents. https://bit.ly/3fZYwCD
Wondering how you should approach giving? Here are some answers to some commonly asked questions. https://bit.ly/3fQq0KR
Weekly Market Update https://bit.ly/3gCE6ja
Talking to Your Parents About Money Pitfalls to Avoid Here are 5 things to keep in mind. https://bit.ly/3a4tYhR
Paying for College without Sacrificing Your Retirement 3 strategies to consider when working to achieve multiple financial goals https://bit.ly/3qKD5uj
Do bonds make sense for your financial strategy? Take a closer look. https://bit.ly/37Se73d
How Does Saving for Education Affect Financial Aid? https://bit.ly/3qBB83b
It’s never too early to start understanding finances and the financial markets. That’s why Edward Jones created the Financial Fitness program and hosted a virtual event with high school students in Pikesville, MD. Special guests included our Managing Partner Penny Pennington, U.S. Senator Ben Cardin and Edward Jones Financial Advisor Bill Mason. We discussed the importance of financial education and confidence early in life and our commitment to enhance financial resilience among students, clients and investors in our communities. To learn more about the Financial Fitness program, visit https://bit.ly/3oWy93u
We know that planning for your future is about so much more than your finances. Check out our resources that help you stay physically, emotionally and financially fit. https://bit.ly/38a6MMS
Are you planning to change jobs in the near future? Take a look at this checklist, then meet with your financial advisor to determine a plan moving forward. https://bit.ly/2KbFr4S
Is your retirement plan ready for the new idea of retirement? https://bit.ly/3njuP24
Will my money last throughout retirement? https://bit.ly/2KOMBfi
How Much Should I Save for Emergencies? https://bit.ly/3h6KbES
Take a closer look at why we recommend staying invested long-term, with a strategy that aligns with your financial goals. https://bit.ly/3h6JR98
Weekly Market Update https://bit.ly/3ns8iQQ
Happy Holidays! We hope you have a wonderful holiday season.
Start the new year off on the right foot by getting a handle on how you spend your money each month. https://bit.ly/2WItKVV
Here are some common emotional investing behaviors that may derail your journey to reaching your long-term goals. https://bit.ly/3mMxnF1
From developing a strategy to focusing on what you can control, here are 10 tips to help you achieve your goals. https://bit.ly/34EJihT
Weekly Market Update https://bit.ly/38xUXAg
At What Age Should I Start Planning My Estate? https://bit.ly/2X9nSVX
Weekly Market Update https://bit.ly/38MBZpJ
Tips on creating an investment strategy that's just the right fit for you. https://bit.ly/3mNO8j8
What If I'm Caring for a Child or Aging Parent? https://bit.ly/2KQKjMT
Start the new year off on the right foot by getting a handle on how you spend your money each month. https://bit.ly/2WItKVV
Here are some common emotional investing behaviors that may derail your journey to reaching your long-term goals. https://bit.ly/3mMxnF1
What Happens to Your 401(k) When You Change Jobs? https://bit.ly/3pPhdwr
At What Age Should I Start Planning My Estate? https://bit.ly/2X9nSVX
Weekly Market Update https://bit.ly/38MBZpJ
Tips on creating an investment strategy that's just the right fit for you. https://bit.ly/3mNO8j8
What If I'm Caring for a Child or Aging Parent? https://bit.ly/2KQKjMT
Start the new year off on the right foot by getting a handle on how you spend your money each month. https://bit.ly/2WItKVV
Weekly Market Update https://bit.ly/3oSfTZu
10 rules of the road for investing https://bit.ly/38PclS8
What should I prepare for now that I'm retired? https://bit.ly/35JmAWl
Managing Partner Penny Pennington joined the CEOs of Uber and 3M at the U.S. Chamber of Commerce "State of American Business" event to discuss both current trends and what the future looks like regarding digital technology, how the pandemic has changed work, the role of capitalism, equality of opportunity, sustainability and more. https://bit.ly/2XEZrQl
3 Investing Myths How to sort fact from fiction https://bit.ly/2LqX8hr
4 ways to help ensure your retirement savings don't get away from you. https://bit.ly/3nFcSu5
Risk is an important part of your portfolio, no matter where you are on your journey toward retirement. https://bit.ly/39X8t0K
Get your post-holiday finances back on track using these three smart strategies. https://bit.ly/3qzjgFk
Today we honor Dr. Martin Luther King Jr.
Weekly Market Update https://bit.ly/3oSfTZu
10 rules of the road for investing https://bit.ly/38PclS8
What should I prepare for now that I'm retired? https://bit.ly/35JmAWl
Tax time doesn't have to be complicated. Check out our tax resource center. https://bit.ly/3t1lDmc
3 Financial To-dos When You Have Kids https://bit.ly/2YhahME
Weekly Market Update https://bit.ly/3sWYodh
Risk is an important part of your portfolio, no matter where you are on your journey toward retirement. https://bit.ly/39X8t0K
Get your post-holiday finances back on track using these three smart strategies. https://bit.ly/3qzjgFk
Today we honor Dr. Martin Luther King Jr.
Want to provide an inheritance for loved ones? Gifts to charity? Permanent insurance could offer you flexibility and certainty that you'll reach your legacy goals. https://bit.ly/3rk3ezg
The role of your business in retirement https://bit.ly/36lABd6
Weekly Market Update https://bit.ly/3iYB61K
Some factors for women to consider in building a strategy for income in retirement. https://bit.ly/2NQcYTF
Edward Jones Earns Perfect Score in Human Rights Campaign’s 2021 Corporate Equality Index https://bit.ly/2Mwl5UH
Tax time doesn't have to be complicated. Check out our tax resource center. https://bit.ly/3t1lDmc
What should I know before working with a financial advisor? https://bit.ly/2YVcgGY
Do you know what type of life insurance coverage you have? Is it the most affordable option for you? What would happen to your life insurance if you lost your job? Let our financial advisors help you get some answers. https://bit.ly/3jlzUpm
Weekly Market Update https://bit.ly/39QrWBw
COVID-19 threw a curveball into so many of our plans. Here's what our recent survey said about how the financial pictures of Americans are faring, as well as tips to increase financial resilience. https://bit.ly/3jyBuoh
Investing in Your 40s https://bit.ly/3jjKUDF
Want to provide an inheritance for loved ones? Gifts to charity? Permanent insurance could offer you flexibility and certainty that you'll reach your legacy goals. https://bit.ly/3rk3ezg
Weekly Market Update https://bit.ly/2N4nerc
Valentine's Day is a popular one for popping the "will you marry me?" question. If you're on your way to planning the wedding of your dreams, here are 7 financial things to do before the big day. https://bit.ly/3rNLsoC
How can we help you build your financial strategy?
Universal life, variable life, whole life … many different types of permanent insurance are available. So which one is right for you? https://bit.ly/3qmwS6U
What should I know before working with a financial advisor? https://bit.ly/2YVcgGY
Do you know what type of life insurance coverage you have? Is it the most affordable option for you? What would happen to your life insurance if you lost your job? Let our financial advisors help you get some answers. https://bit.ly/3jlzUpm
Weekly Market Update https://bit.ly/37oPv2H
How Much Should I Be Taking from My Investments in Retirement? https://bit.ly/3jWoZCQ
2020 taxes: what you need to know https://bit.ly/3doNjvZ
As your child prepares to leave high school and looks toward what's next, here are six steps for sending kids to college. https://bit.ly/3pub1tb
Are You At Risk for Tax Identity Theft? https://bit.ly/2ZmuWj9
Weekly Market Update https://bit.ly/2N4nerc
Why Your Returns Shouldn't Match the Market https://bit.ly/3uw1uW4
Our Investment Philosophy https://bit.ly/3sqj0tf
Answers to Your Questions about Socially Conscious Investing https://bit.ly/3atpm4Y
Weekly Market Update https://bit.ly/37oPv2H
How Much Should I Be Taking from My Investments in Retirement? https://bit.ly/3jWoZCQ
2020 taxes: what you need to know https://bit.ly/3doNjvZ
As we celebrate women during the month of March, we also recognize they have unique investing considerations. We're here to help. https://bit.ly/3sPORDB
While health care costs may be beyond your control, you can control how you prepare for them. https://bit.ly/3b6uqMY
Weekly Market Update https://bit.ly/2NJzAFF
Help your college students avoid 4 common money mistakes. These tips will set them up for financial success in the long run. https://bit.ly/3uywp4e
Why Your Returns Shouldn't Match the Market https://bit.ly/3uw1uW4
Our Investment Philosophy https://bit.ly/3sqj0tf
Congratulations to our Managing Partner Penny Pennington, who was named one of the 100 Most Influential Women in U.S. Finance by Barron's! https://bit.ly/3bxe93U
Raise your voice for the more than 6 million Americans living with Alzheimer’s. It may be your family member, friend, neighbor or co-worker. It may be you. https://bit.ly/2OsgaoV
At Edward Jones, we have a very clear purpose: to make a positive impact in the lives of our clients, colleagues and communities, enlarging possibilities for the millions who we serve. We live out our purpose in the work we do, and in our partnerships – like the one we’re doing right now with Dress for Success and its “Your Hour, Her Power” campaign. Since the onset of the pandemic, women in the workforce have been disproportionately impacted. Nearly 2.2 million women left the workforce during the first nine months of the pandemic, and the number of women in the workforce in late 2020 was at a 32-year low. Job loss during the crisis has hit Black and Latinx women particularly hard. That’s why Edward Jones is proud to support the Dress for Success “Your Hour, Her Power” campaign. To learn more, visit yourhourherpower.org.
Sharing your knowledge not only benefits your grandchildren or loved ones you care about, but it can help you find greater purpose in retirement. https://bit.ly/3bgRGYA
As we celebrate women during the month of March, we also recognize they have unique investing considerations. We're here to help. https://bit.ly/3sPORDB
While health care costs may be beyond your control, you can control how you prepare for them. https://bit.ly/3b6uqMY
Here's how to financially prepare for the unexpected. https://bit.ly/3qRkuLC
3 Milestones on the Road to Financial Stability https://bit.ly/30G8DW9
Weekly Market Update https://bit.ly/3bHe4un
Saving for your first home? Our checklist can help. https://bit.ly/3rK9uRN
Wondering what to do after a financial setback knocks you off the rails? Here are four tips to get you back on track. https://bit.ly/3bAaGSc
Congratulations to our Managing Partner Penny Pennington, who was named one of the 100 Most Influential Women in U.S. Finance by Barron's! https://bit.ly/3bxe93U
At Edward Jones we seek to create a place of belonging for all, and stand with our Asian clients, colleagues and communities in extending our sympathy, empathy and support. We are saddened by the recent shootings in Atlanta, and while that situation remains ongoing, it brings to light the increased violence Asians have faced in the last few years. We strongly condemn violence in all of its forms and acknowledge those members of our community who have been personally affected.
Women make their mark in every aspect of culture, business and society every day – and yet, there is still more to do to ensure that our world benefits from all that women and girls have to contribute. That's why we are proud that our Managing Partner Penny Pennington serves on the Catalyst Board of Directors. Catalyst, the preeminent research organization for women in the workplace, is hosting its annual awards dinner this evening – virtually. Edward Jones will engage and learn from other organizations that share in the important work of advancing representation and promoting equal access to career opportunities, developing solutions for women and underrepresented groups and deepening understanding of workplace inclusion. We're excited to continue to advocate for women and to create a place of belonging at our firm and in our communities for women to fully contribute.
Growing Your Family Financial Checklist https://bit.ly/30Tx5DS
Here's how to financially prepare for the unexpected. https://bit.ly/3qRkuLC
3 Milestones on the Road to Financial Stability https://bit.ly/30G8DW9
Weekly Market Update https://bit.ly/3bHe4un
Looking to add to your podcast list? Check out this week's episode of 30 Minute Mentors that features our managing partner Penny Pennington. Penny will give her advice on leadership, management, career development, equity in the workplace and more. https://apple.co/3d61zYN
Edward Jones is proud to support the St. Louis Blues and grieves the loss of hockey legend Bob Plager. Our thoughts are with Bob's family and friends and our St. Louis community at this time.
At Edward Jones we seek to create a place of belonging for all, and stand with our Asian clients, colleagues and communities in extending our sympathy, empathy and support. We are saddened by the recent shootings in Atlanta, and while that situation remains ongoing, it brings to light the increased violence Asians have faced in the last few years. We strongly condemn violence in all of its forms and acknowledge those members of our community who have been personally affected.
Women make their mark in every aspect of culture, business and society every day – and yet, there is still more to do to ensure that our world benefits from all that women and girls have to contribute. That's why we are proud that our Managing Partner Penny Pennington serves on the Catalyst Board of Directors. Catalyst, the preeminent research organization for women in the workplace, is hosting its annual awards dinner this evening – virtually. Edward Jones will engage and learn from other organizations that share in the important work of advancing representation and promoting equal access to career opportunities, developing solutions for women and underrepresented groups and deepening understanding of workplace inclusion. We're excited to continue to advocate for women and to create a place of belonging at our firm and in our communities for women to fully contribute.
Growing Your Family Financial Checklist https://bit.ly/30Tx5DS
Here's how to financially prepare for the unexpected. https://bit.ly/3qRkuLC

Information

Company name
Edward Jones - Financial Advisor: Katherine Forquer
Category
Financial and Investment Services
Est
1922

FAQs

  • What is the phone number for Edward Jones - Financial Advisor: Katherine Forquer in Frisco TX?
    You can reach them at: 972-370-3382. It’s best to call Edward Jones - Financial Advisor: Katherine Forquer during business hours.
  • What is the address for Edward Jones - Financial Advisor: Katherine Forquer on lebanon in Frisco?
    Edward Jones - Financial Advisor: Katherine Forquer is located at this address: 6842 Lebanon Rd Frisco, TX 75034.
  • What are Edward Jones - Financial Advisor: Katherine Forquer(Frisco, TX) store hours?
    Edward Jones - Financial Advisor: Katherine Forquer store hours are as follows: Mon-Thu: 8:30AM - 5:00PM, Fri: 8:30AM - 4:00PM, Sat-Sun: Closed.