Edward Jones - Financial Advisor: Ken Attermann, CFP®

(on bay)
Financial and Investment Services in Eustis, FL
Financial and Investment Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 6:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

2785 S Bay St
Eustis, FL
32726

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: Ken Attermann, CFP® Photo Edward Jones - Financial Advisor: Ken Attermann, CFP® Photo

Services

  • Stocks & Bonds
  • Investment Managers
  • Advisors

Latest

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/2ZTjA70
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
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
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.
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
Quarterly Market Outlook - 4th Quarter - 2020 Take a look at our perspective on market and economic topics. https://bit.ly/3oh4qD3
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 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
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/39QrWBw

Information

Company name
Edward Jones - Financial Advisor: Ken Attermann, CFP®
Category
Financial and Investment Services

FAQs

  • What is the phone number for Edward Jones - Financial Advisor: Ken Attermann, CFP® in Eustis FL?
    You can reach them at: 352-602-4045. It’s best to call Edward Jones - Financial Advisor: Ken Attermann, CFP® during business hours.
  • What is the address for Edward Jones - Financial Advisor: Ken Attermann, CFP® on bay in Eustis?
    Edward Jones - Financial Advisor: Ken Attermann, CFP® is located at this address: 2785 S Bay St Eustis, FL 32726.
  • What are Edward Jones - Financial Advisor: Ken Attermann, CFP®(Eustis, FL) store hours?
    Edward Jones - Financial Advisor: Ken Attermann, CFP® store hours are as follows: Mon-Tue: 9:00AM - 5:00PM, Wed: 9:00AM - 6:00PM, Thu-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.