Edward Jones - Financial Advisor: Tom Rote

Edward Jones - Financial Advisor: Tom Rote

We're located on Northwest Blvd. between Nolan's and O'Reilly Auto Parts.

Operating as usual

These retirees are more likely to be ‘comfortable’ or ‘affluent,’ study finds 09/09/2021

These retirees are more likely to be ‘comfortable’ or ‘affluent,’ study finds

Another reason to start thinking about your retirement goals early? A new study shows that retirees with little debt and guaranteed income were the happiest in their golden years.

Let’s talk about your goals and purpose in retirement.

[EDJ2021]

These retirees are more likely to be ‘comfortable’ or ‘affluent,’ study finds These factors are most common among those who are "comfortable" or "affluent" in retirement, according to a study. Here are the key takeaways.

The 20 most important personal finance laws to live by 09/09/2021

The 20 most important personal finance laws to live by

These 20 personal finance rules cover everything from savings to taxes.

[EDJ2021]

The 20 most important personal finance laws to live by Following some simple rules (and avoiding common costly mistakes) can put you miles ahead when it comes to saving for retirement.

Timeline Photos 07/26/2021

Here at Edward Jones, my team will get to know you and your goals to provide personal service that only human beings can deliver. You deserve more than a phone number when it comes to the future you hope to build. Let’s chat.

[EDJ2021]

Here at Edward Jones, my team will get to know you and your goals to provide personal service that only human beings can deliver. You deserve more than a phone number when it comes to the future you hope to build. Let’s chat.

[EDJ2021]

Timeline Photos 07/26/2021

Do you know what items make up your estate? Let’s get together to define which of these will need to be included in your estate planning.

[EDJ2021]

Do you know what items make up your estate? Let’s get together to define which of these will need to be included in your estate planning.

[EDJ2021]

A guide to saving and spending 07/15/2021

A guide to saving and spending

Have you ever asked yourself, “Will my money last?” Let’s partner to define your cash flow.

A guide to saving and spending Will my money last?

Timeline Photos 07/15/2021

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you.

[EDJ2021]

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you.

[EDJ2021]

Timeline Photos 05/08/2021

Happy Mother's Day! What's your favorite memory of your mother?

[EDJ2021]

Happy Mother's Day! What's your favorite memory of your mother?

[EDJ2021]

Timeline Photos 05/07/2021

Families come in all forms and sizes, and your finances should reflect that. From starting a family to sending your kids to college and gearing up for retirement, let’s create a strategy for all your family’s financial needs.

[EDJ2021]

Families come in all forms and sizes, and your finances should reflect that. From starting a family to sending your kids to college and gearing up for retirement, let’s create a strategy for all your family’s financial needs.

[EDJ2021]

Following bad financial advice can be costly 05/06/2021

Following bad financial advice can be costly

You can find plenty of sources of financial advice – but should you trust them?

Following bad financial advice can be costly You’re earning a good living – but how can you keep making progress toward your long-term goals? Here’s one suggestion: Recognize bad investment advice.

voices.cf.socialware.com 12/18/2020

Your Physical, Emotional and Financial Health

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.

voices.cf.socialware.com Take a look at how we're here for you.

voices.cf.socialware.com 12/16/2020

Retirement Redefined

Is your retirement plan ready for the new idea of retirement? If not, let's meet.

voices.cf.socialware.com Our study surveyed 9,000 North Americans across five generations and identified four areas that impact the quality of life in retirement: health, family, purpose and finances.

voices.cf.socialware.com 12/11/2020

Turning the Page on 2020. What Comes Next?

4 broad views for the year ahead

voices.cf.socialware.com How can you best position yourself to stay on track toward your goals in the coming year and well beyond? Give me a call - let's discuss.

voices.cf.socialware.com 11/30/2020

What does Medicare Cover? Should I Consider Long-term Care Insurance?

In general, you’ll have two types of medical expenses when you retire: traditional and long-term.

voices.cf.socialware.com Let's determine how this fits into your overall strategy. Happy to discuss over the phone or in person.

voices.cf.socialware.com 11/19/2020

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.

voices.cf.socialware.com Give me a call to discuss today.

voices.cf.socialware.com 11/18/2020

Short Quiz to Identify Your Priorities

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

voices.cf.socialware.com After you take the quiz, give me a call to discuss your results.

voices.cf.socialware.com 11/14/2020

Financial Fitness: Tips for Spotting Elder Financial Abuse

Would you know how to spot elder financial abuse if you saw it and, more importantly, how to report it?

voices.cf.socialware.com Learn how to identify early warning signs and discover more about the resources and support available for victims.

voices.cf.socialware.com 11/11/2020

Women Investors: How We Can Help You

You have unique needs and goals. Let's work together to chart a path forward.

voices.cf.socialware.com Get started today by giving me a call.

voices.cf.socialware.com 11/10/2020

Do an Insurance Check-Up| Edward Jones

I can explain the importance of different types of insurance (life, disability, long-term care, etc.) and help you determine if you have adequate coverage.

voices.cf.socialware.com Take steps to get your finances in order while we are continuing to find our new normal.

voices.cf.socialware.com 10/15/2020

What is QDRO?

Heading for a divorce? You might need to familiarize yourself with this term.

voices.cf.socialware.com If you have any questions, give me a call!

voices.cf.socialware.com 09/30/2020

Short Quiz Helps You Prepare For A Conversation With Me

Wanting to have a conversation with me, but not sure how to get started?

voices.cf.socialware.com This quiz helps you figure out where to begin and delivers personal considerations to prepare you for a successful meeting.

voices.cf.socialware.com 09/29/2020

Are You a DIY Investor?

Five ways a financial advisor can help make you a better investor

voices.cf.socialware.com How I can help? Give me a call.

voices.cf.socialware.com 09/25/2020

When Life Changes, It's Important To Still Take Time To Consider The Future of Your 401(k)

If you aren't at your last job, then why is your 401(k)?

voices.cf.socialware.com Understand your retirement plan options when you change employers.

voices.cf.socialware.com 09/22/2020

Edward Jones Named One of the 2020 Best Workplaces for Women

I'm proud to work for a firm that offers professional development opportunities for women, mentorship resources to advance female career trajectories and four months of paid parental leave and sick leave.

voices.cf.socialware.com This year the firm ranked No. 5.

voices.cf.socialware.com 09/16/2020

Is an Annuity Right For You?

When building the foundation for your retirement income strategy, annuities may be one option.

voices.cf.socialware.com 6 important questions to consider.

voices.cf.socialware.com 09/15/2020

How Edward Jones Approaches Your Needs

I start by asking what's important to you – and then I listen.

voices.cf.socialware.com Before we can develop an investment strategy, let's get to know one another.

voices.cf.socialware.com 09/11/2020

Strategist’s Advice: Don’t Play Politics With Your Portfolio

Analyst Nela Richardson explains why election volatility is likely to be short-lived.

voices.cf.socialware.com Check out Nela's podcast appearance, and let me know if you have any questions!

voices.cf.socialware.com 09/09/2020

5 Signs You May Need Life Insurance

Are you ready for life insurance?

voices.cf.socialware.com How to know when it's time to buy.

voices.cf.socialware.com 09/08/2020

Weekly Market Update

Check out this week's market update for details on last week's market moves and a preview of the week ahead.

voices.cf.socialware.com Check out our update.

voices.cf.socialware.com 09/03/2020

New Budget for Your New Normal

Here are some budgeting best practices to guide you as you figure out your "new normal."

voices.cf.socialware.com Need more help? Let's talk.

08/29/2020

Short Quiz Delivers Personal Considerations to Prepare You For a Successful First Meeting

Wanting to have a conversation with me, but not sure how to get started? This quiz helps you figure out where to begin.

Ready to meet? Give my branch a call today.

voices.cf.socialware.com 08/26/2020

What to Do (and Not Do) If You're Already Retired

4 things to consider

voices.cf.socialware.com Let's discuss what strategies might be right for you.

voices.cf.socialware.com 08/25/2020

Vacation Canceled? What To Do with the Cash

4 ideas to consider

voices.cf.socialware.com What strategies are right for your personal situation? Give me a call to discuss.

voices.cf.socialware.com 08/22/2020

Weekly Market Update

Check out this week's market update for details on last week's market moves and a preview of the week ahead.

voices.cf.socialware.com Take a look at our update.

voices.cf.socialware.com 08/20/2020

Investing Through Recessions and Recoveries: Lessons from History

3 lessons from history that can serve as a valuable guide.

voices.cf.socialware.com The good news for investors is that every prior bear market in history has been followed by a recovery and new bull market – a streak we do not expect to be broken this time.

Telephone

Address


14041 Northwest Blvd.
Corpus Christi, TX
78410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9:30am - 2:30pm
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