Edward Jones-James Vrabel

Edward Jones-James Vrabel

Serving clients and the community has been an integral part of my who I am. I chose a career in fina

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Planning your estate 11/24/2021

Planning your estate

Step 1: Recognize the importance of putting an estate strategy in place, regardless of your age. Take the next step today and read through these important considerations when planning your estate.

Planning your estate Considerations to make

Wealth Strategies (US|En) 11/23/2021

Wealth Strategies (US|En)

For every goal, there's a way to get there. Together we can make a plan to protect your wealth and help you manage it with the right account and service offerings.

Wealth Strategies (US|En) We offer solutions to create a better future for you, those around you and future generations.www.edwardjones.com/us-en

11/18/2021

We are proud to support events that offer career advancement education opportunities for women and people of color. Edward Jones' Vanessa Okwuraiwe was among the featured speakers at last week's Women Adviser Summit. https://bit.ly/3H9lhBc

We are proud to support events that offer career advancement education opportunities for women and people of color. Edward Jones' Vanessa Okwuraiwe was among the featured speakers at last week's Women Adviser Summit. https://bit.ly/3H9lhBc

Estate planning 11/17/2021

Estate planning

It's so important to have a plan. Let's work together, alongside a team of professionals, to build a strategy that helps protect your family – and your legacy.

Estate planning Learn how proper estate planning can protect you and your family.

11/16/2021

www.edwardjones.com

Once you’ve signed up for Online Access and seen all it can do to help you track your goals, take it one step further with our new app. Planning for your future has never been easier.

www.edwardjones.com

11/11/2021

National Adoption Day is November 20. If you are planning to pursue this path to parenthood, I want to help make sure you are prepared for the financial costs. Let’s talk about your short- and long-term financial goals.

National Adoption Day is November 20. If you are planning to pursue this path to parenthood, I want to help make sure you are prepared for the financial costs. Let’s talk about your short- and long-term financial goals.

Setting your path 11/10/2021

Setting your path

November is Financial Literacy Month, which means that there’s no better time to be revisiting your finances! Get in touch with me today to learn more.

Setting your path We use an established process to help you reach your goals.

Edward Jones' Chief Builds A Career Out Of Life-Long Learning 11/09/2021

Edward Jones' Chief Builds A Career Out Of Life-Long Learning

Take a closer look at our Managing Partner Penny Pennington, and the important lessons she's learned throughout her career.

Edward Jones' Chief Builds A Career Out Of Life-Long Learning Edward Jones CEO Penny Pennington was born with executive genes. But she also knew opportunities find people who prioritize learning.

Is life insurance through work enough? 11/04/2021

Is life insurance through work enough?

I can look at your complete financial situation including your existing coverage and other assets to help you tailor a life insurance policy that fits your family’s needs.

Is life insurance through work enough? Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you, but will it cover all of your needs?

Basing Your Future on a Tiktok? Edward Jones CEO Explains How to Build a Financial Plan 11/03/2021

Basing Your Future on a Tiktok? Edward Jones CEO Explains How to Build a Financial Plan

Check out our Managing Partner Penny Pennington's recent interview with TheStreet, where she discussed how 9/11, the 2008 financial crisis, and most recently, the coronavirus pandemic, have forever changed how millennials and younger generations approach their financial futures.

Basing Your Future on a Tiktok? Edward Jones CEO Explains How to Build a Financial Plan Edward Jones CEO Penny Pennington says get off Tiktok and get to a professional. In the latest episode of Coffee with Katherine, she explains how to build a financial plan.

Edward Jones Sponsors Three Events Focused on DEI Conversations - Edward Jones 11/02/2021

Edward Jones Sponsors Three Events Focused on DEI Conversations - Edward Jones

We are pleased to support female advisers as they grow their businesses and network with like-minded colleagues. Speakers include Edward Jones Principal Vanessa Okwuraiwe. Join the conversation.

Edward Jones Sponsors Three Events Focused on DEI Conversations - Edward Jones Edward Jones is deeply invested in partnering for positive impact to improve the lives of our clients and colleagues and better our communities. As part of our diversity, equity and inclusion goals, we encourage and support honest dialogue in our workplaces as a tool to build empathy and common unde...

11/01/2021

A 401(k) is one of the many vehicles that support your goals in retirement. Let’s find a time to talk about your retirement plans.

[EDJ2021]

A 401(k) is one of the many vehicles that support your goals in retirement. Let’s find a time to talk about your retirement plans.

[EDJ2021]

Meet with a financial advisor 10/29/2021

Meet with a financial advisor

Wondering what an initial conversation with a financial advisor looks like? Don’t worry — the first time we meet is designed to put you at ease.

Meet with a financial advisor Here is our approach

Estate strategies and how to get started 10/28/2021

Estate strategies and how to get started

Regardless of your age, having an estate strategy in place benefits you and your family. When you’re ready, let’s walk through the process, prioritize your goals and work to coordinate with your team of tax and legal professionals.

Estate strategies and how to get started Here are some tips

Here are ways to save more money for retirement: Edward Jones Managing Partner Penny Pennington 10/27/2021

Here are ways to save more money for retirement: Edward Jones Managing Partner Penny Pennington

Has the COVID-19 pandemic changed the way you plan for retirement? Take a look at these tips from our Managing Partner Penny Pennington, who recommends a financial advisor and client consider three questions when creating an investment strategy: how much to save, the way in which to save and how to do it.

Here are ways to save more money for retirement: Edward Jones Managing Partner Penny Pennington People working with a financial advisor have 25% more assets than those who don't, according to Edward Jones Managing Partner Penny Pennington.

Need help preparing for retirement? 10/25/2021

Need help preparing for retirement?

What you do today with your retirement plan contributes to a better and more comfortable financial future. Here are three things to consider now so you can meet your retirement goals later.

Need help preparing for retirement? Start with these three things

10/24/2021

Estate planning is an essential part of your purpose and legacy. Let’s chat about where you are with your estate plan and how your financial strategies fit within it.

Estate planning is an essential part of your purpose and legacy. Let’s chat about where you are with your estate plan and how your financial strategies fit within it.

Are you saving for retirement? 10/22/2021

Are you saving for retirement?

When it comes to your retirement savings, don’t wait — start saving now. Kick your retirement plans into high gear with this checklist.

Are you saving for retirement? Read through this checklist

Common questions about estate planning 10/21/2021

Common questions about estate planning

Estate planning is for anyone — it’s about the legacy you want to leave behind for your loved ones. Your investments and financial strategy are a part of that. Here are some common questions about estate planning.

Common questions about estate planning Find answers on a range of topics – from probate and types of trusts to how to select a trustee.

10/21/2021

If you're ready to take the next step in retirement planning, send me a message. I'm here to review different scenarios so we can create a retirement strategy that works best for you.

If you're ready to take the next step in retirement planning, send me a message. I'm here to review different scenarios so we can create a retirement strategy that works best for you.

10/20/2021

Question: What assets make up your estate?

Answer: It can include:

- Securities
- Real estate
- Interest in a business
- Personal property
- Cash
- Retirement plans

and more.

Question: What assets make up your estate?

Answer: It can include:

- Securities
- Real estate
- Interest in a business
- Personal property
- Cash
- Retirement plans

and more.

Will You Have The Same Standard Of Living In Retirement? 10/20/2021

Will You Have The Same Standard Of Living In Retirement?

According to an Employee Benefit Research Institute study, 61% of retirees report that their spending is about right for what they can afford. Will your retirement strategy allow you to retire comfortably?

Will You Have The Same Standard Of Living In Retirement? You'll do best to define the standard of living you want in retirement, and take steps to make it happen.

10/19/2021

When creating your estate plan, you should be surrounded by a team to help. That team includes me, an attorney, a CPA or tax professional, and others. Let’s talk about your estate planning needs.

When creating your estate plan, you should be surrounded by a team to help. That team includes me, an attorney, a CPA or tax professional, and others. Let’s talk about your estate planning needs.

[10/19/21]   According to a 2021 study we did with Age Wave, 61% of retirees wish they had done a better job planning for the financial aspects of retirement.

We want to hear from you. How prepared are you for retirement?

1. I need to start saving
2. My savings could be better
3. I’ll retire comfortably
4. I’m very prepared to retire

These retirees are more likely to be ‘comfortable’ or ‘affluent,’ study finds 10/18/2021

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.

10/18/2021

It’s National Estate Planning Awareness Week.

This is a good time to check in on your estate plans, or get started on them if you haven’t already. How can I help?

It’s National Estate Planning Awareness Week.

This is a good time to check in on your estate plans, or get started on them if you haven’t already. How can I help?

Saving in These Retirement Accounts Will Reduce Your Tax Bill 10/17/2021

Saving in These Retirement Accounts Will Reduce Your Tax Bill

When it comes to retirement plans, you have options. Take a look at the different retirement plans available to you today.

Saving in These Retirement Accounts Will Reduce Your Tax Bill Take a look at the many types of retirement plans available in today’s market.

Wages Are Still Rising Across the U.S. But So Are Prices 10/11/2021

Wages Are Still Rising Across the U.S. But So Are Prices

Rising costs for everyday goods are never a good thing. However, with an adequate financial strategy in place, it’s easier to plan for the curveballs that the economy sometimes throws your way.

Wages Are Still Rising Across the U.S. But So Are Prices The Federal Reserve's Beige Book report found that many businesses intend to raise prices over the coming months.

Mistakes college students should avoid 10/10/2021

Mistakes college students should avoid

Consider this Personal Finance 101: College students should avoid these 4 money mistakes. Together with your family, we can discuss budgeting and strategies to guide your college student on the path to financial success.

Mistakes college students should avoid Set your child up for success

Saving for retirement or education? 10/09/2021

Saving for retirement or education?

Are you saving for education or retirement? Why not save for both? Together, we can develop a strategy that works for you and covers your bases.

Saving for retirement or education? You can do both

5 Cybersecurity Best Practices Investors Should Embrace in 2021 10/08/2021

5 Cybersecurity Best Practices Investors Should Embrace in 2021

Try these 5 cybersecurity best practices to keep yourself safe.

5 Cybersecurity Best Practices Investors Should Embrace in 2021 Good cybersecurity practices help protect both your privacy and your money.

The Biggest Wedding Budgeting Mistakes to Avoid 10/07/2021

The Biggest Wedding Budgeting Mistakes to Avoid

There are a lot of vendors, people and other factors involved in planning a wedding. Here’s a wedding budget breakdown and some mistakes to avoid.

The Biggest Wedding Budgeting Mistakes to Avoid Whether you have $100,000, $10,000 or $1,000 to spend, here's how to budget for your wedding the right way.

10/05/2021

A wedding is just the start. Here’s a checklist as you and your partner look at your financial future together

A wedding is just the start. Here’s a checklist as you and your partner look at your financial future together

10/04/2021

If you could plan your wedding again, what is one thing you’d spend more money on and one thing you’d opt to save on?

If you could plan your wedding again, what is one thing you’d spend more money on and one thing you’d opt to save on?

It's Financial Literacy Month! 10/02/2021

It's Financial Literacy Month!

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

It's Financial Literacy Month! Refine your finance knowledge

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3647 Baldwin Rd
Lake Orion, MI
48359

Opening Hours

Monday 8:30am - 4:30am
Tuesday 8:30am - 4:30am
Wednesday 8:30am - 4:30am
Thursday 8:30am - 4:30am
Friday 8:30am - 4:30am
Other Financial Services in Lake Orion (show all)
Jamie Felix State Farm Insurance Jamie Felix State Farm Insurance
95 Indianwood Road
Lake Orion, 48362

Like a good neighbor, State Farm is there! Give us a call today to see if we can save you any money on any of your insurance needs.

MediGapGroup MediGapGroup
189 W Clarkston Rd
Lake Orion, 48362

www.MedigapGroup.com We are quickly rising to become one of the nation’s largest providers of Medicare Supplement Insurance Policies to seniors.

Nick Horvath - State Farm Insurance Nick Horvath - State Farm Insurance
32 N Broadway St.
Lake Orion, 48362

Nick Horvath and his team are here to assist you with your insurance needs. With over 20 years combined service, we are dedicated to exceeding expectations

Marcus Schirr Insurance Group Marcus Schirr Insurance Group
2633 S Lapeer RD Suite D
Lake Orion, 48360

Multi line insurance agency servicing Commercial- Home- Life- Lake and Country Estate- Auto.