Edward Jones-Financial Advisor: Chris Marcoux

Edward Jones-Financial Advisor: Chris Marcoux

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You saved for years, made sacrifices and finally achieved your goal of retiring. Hopefully, things go according to plan, but life throws curveballs. I can help stress-test your strategy to stay on track – even if risk becomes reality.
At some point, you may face a cash crunch. When that happens, you might consider tapping into your 401(k), even if you’re not yet retired. Try to avoid this move – but if you can’t, learn the differences between 401(k) loans and withdrawals.
Are you ready to grow your financial advising practice? Join us on May 19 at 3:00 p.m. CT for the Edward Jones Virtual Due Diligence. Join us to explore how our firm may be the right fit for your future. Series 7 License required for participation.
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Whether you’re building or diversifying, starting from square one or just in need of a refresh, let’s work together to help establish an investment portfolio for you.
It's a proud day for us! Edward Jones has been named among the 2022 Fortune 100 Best Companies to Work For®. It's our 23rd time on the list, and we rank No. 35 this year. (Source: Fortune.com – April 2022)
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To all who have mothered us, we hope you enjoy your day!
It can be difficult to separate fact from fiction when it comes to investing myths. That’s where I can help.
Being on the same page about money is helpful for any relationship. So, what should you and your partner discuss before you commit (or anytime)?
Efficient long-term investing starts with the right tools and resources. Learn more about how to build a strategy that meets your needs.
I joined Edward Jones to help members of my community reach their financial goals. I look forward to understanding what matters most to you – your personal purpose – and then working together to help build a future that meets your financial goals. Give me a call today.

These goals could include having emergency cash reserves, paying down debt, saving for college, protecting assets and living comfortably through retirement.

As a financial advisor with over 20 years of experience in the financial services industry, I am passionate about making sure my clients are able to identify and achieve their hopes and dreams. I enjoy establishing long-term relationships with my clients, guiding them through challenging times, helping them maintain focus on what’s important to them and celebrating their many accomplishments. The

12/30/2022

5, 4, 3, 2, 1! What is your New Year’s resolution?

12/29/2022

Let it snow, let it snow, let it snow! What is your favorite winter activity?

12/28/2022

2023 is just around the corner. What are you looking forward to next year?

12/26/2022

Happy Kwanzaa! We’re wishing you and your loved ones peace and happiness throughout this year’s celebration.

12/23/2022

Wishing you and your loved ones a merry Christmas.

12/22/2022

Season’s greetings! What is your favorite holiday tradition?

Get to know Online Access and mobile app (US|EN) 12/21/2022

Get to know Online Access and mobile app (US|EN)

Still on the fence about Online Access and our app? Get a quick and convenient sneak peek of what it's like by visiting our Get to Know Online Access and our app site. Then sign up so you can view a snapshot of all your accounts, track progress toward your goals, communicate with us—and more!

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

12/21/2022

Happy Holidays from Our Family to Yours

Wishing you a joyful holiday season and a happy new year.

12/20/2022

What is your favorite holiday meal?

Talking to your parents about money 12/19/2022

Talking to your parents about money

The holidays are a great opportunity to have important conversations with your parents about finances — as long as you give them notice, of course. If you’re getting ready to approach a difficult conversation, make sure to avoid these pitfalls.

Talking to your parents about money Here are some things to avoid

12/16/2022

December 18 marks the first day of Hanukkah. Happy celebrations to you and your loved ones!

Benefits of working with Edward Jones 12/15/2022

Benefits of working with Edward Jones

How can I help make a positive impact on your life? There are several ways, from helping you prepare for the unexpected to providing emotional guardrails. Take a look.

Benefits of working with Edward Jones How our team can help

401(k) rollover options 12/14/2022

401(k) rollover options

You typically have four options for your old 401(k). Take a look, and then let me know what other questions you have.

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

What’s a 529 plan? 12/13/2022

What’s a 529 plan?

One financial strategy to consider when it comes to saving for education.

What’s a 529 plan? Saving money for college

Are you emotionally ready to retire? 12/09/2022

Are you emotionally ready to retire?

It’s easy to see retirement as a purely financial decision, but stepping out of the workforce takes emotional readiness, too. Try asking yourself these 5 questions as you start to explore your retirement vision.

Are you emotionally ready to retire? Read more here

Thinking about your estate strategy? 12/08/2022

Thinking about your estate strategy?

Now that you’re in your 50s, it’s a good time to revisit your estate strategy to help protect the things you love.

Thinking about your estate strategy? Visit our estate strategy hub

Healthy Financial Habits 12/07/2022

Healthy Financial Habits

Financial health is a critical component of your and your family's overall well-being. Learn more about how you can develop good habits and make sure your children do, too. We have the resources to help you get there.

Healthy Financial Habits Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

The secret to balancing fun and finances 12/06/2022

The secret to balancing fun and finances

Who says you can’t have fun on a budget? Read how to save money while still enjoying life to the fullest.

The secret to balancing fun and finances Here’s how you can do it

Why you should name beneficiaries 12/02/2022

Why you should name beneficiaries

It may feel daunting to review your accounts, identify your options and name the right beneficiaries. We can work with you now to help your choices align with your overall estate strategy.

Why you should name beneficiaries Where to begin

Build a budget that works for you 12/01/2022

Build a budget that works for you

A good budget is key to a successful holiday season. Whether you need to create one or just make a few updates, these tips can help you prepare for the festivities to come.

Build a budget that works for you If you’re ready to start budgeting your way to your financial goals, I can help.

What your credit score means 11/30/2022

What your credit score means

When was the last time you checked your credit score? If you’re looking to borrow money, buy a car or even apply for an apartment, it’s important to know your standing. Learn more about what your credit score actually means, and try our tips for helping raise it.

What your credit score means Are you keeping score?

Online tools to help meet your goals 11/29/2022

Online tools to help meet your goals

Your financial goals are as important to us as they are to you. Here are some of the online tools we offer that you can access at any time.

Online tools to help meet your goals Here’s how we support you

Creating a Budget 11/28/2022

Creating a Budget

Do you overspend every holiday season? Get ahead of the game this year by creating a budget that takes all your holiday plans into account. Get started here

Creating a Budget Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

11/23/2022

Happy Thanksgiving! However you’re celebrating today, we’re wishing you a peaceful and gratitude-filled holiday.

Things To Consider Before Retiring Early 11/22/2022

Things To Consider Before Retiring Early

When to retire is a crucial decision. Let's discuss what makes the most sense for your personal situation.

Things To Consider Before Retiring Early Retirement does not have to be an all-or-nothing decision.

11/21/2022

With the holidays fast approaching, it’s a good time to prepare by taking another look at your budget. Send me a message and let’s review it together.

Should I count on Social Security? 11/18/2022

Should I count on Social Security?

Social Security definitely isn't a silver bullet for retirement, which means you'll also be responsible for much of your retirement income.

Should I count on Social Security? While we think Social Security will be around, we also think it’s best to focus on what you can control.

Gain a Big-Picture View 11/18/2022

Gain a Big-Picture View

Trying to organize all your important financial documents before the end of the calendar year? With Online Access, you'll get electronic versions of your statements, trade confirmations, shareholder materials, tax documents and other forms.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

10 Things You Should Know About Inflation 11/17/2022

10 Things You Should Know About Inflation

What do you get when you combine rising prices with increased volatility? Lots of confusion. Here’s an easy-to-understand piece that breaks down what inflation is, why it’s happening, and how you can prepare for an uncertain future.

10 Things You Should Know About Inflation After decades in hibernation, inflation’s back. Here are the basics about this invisible thief.

IRA vs. 401(k) 11/16/2022

IRA vs. 401(k)

While 401(k)s and IRAs help you save for retirement in a tax-advantaged manner, they differ in important ways. Let's take a look and let me know if you have any questions.

IRA vs. 401(k) Benefits to having both

Sending a child to college 11/15/2022

Sending a child to college

Your child has finally flown the nest ... what’s next? Here are 6 things you can do to prepare for life after high school.

Sending a child to college 6 things to consider

Understanding your social security options 11/14/2022

Understanding your social security options

Take a closer look at these important Social Security considerations.

Understanding your social security options Some things to think about – from your life and family, to how taxes may impact your decision.

11/14/2022

When it comes to the role of family in charitable giving, less than a quarter of givers’ families are directly involved. But among those who work with a financial advisor on charitable giving, the majority hope to bring their families in on such conversations — even if just to ensure their families are aware of their intentions.

11/12/2022

Among the many tools available to those seeking to maximize the impact of their charitable giving is a donor-advised fund (DAF). A financial advisor can help navigate DAFs and other available options to help maximize the impact of charitable giving.

Your education savings checklist 11/10/2022

Your education savings checklist

Here's a simple checklist to help get you started.

Your education savings checklist How to get started

Do I need estate planning in my 30s? 11/09/2022

Do I need estate planning in my 30s?

If you’re in your 30s, you’re still getting started with your career and family. But it’s not too soon to think about estate planning – because you’ve already got a lot to protect.

Do I need estate planning in my 30s? Even though you’re young, you need an estate plan. No one can predict the future – so you’ll want to take steps to protect your family.

Life doesn’t always go according to plan 11/08/2022

Life doesn’t always go according to plan

Life insurance needs can change over time; the coverage you have today may not be what you need tomorrow. Be sure your family is protected.

Life doesn’t always go according to plan Prepare for the unexpected

11/08/2022

Most Americans who give are motivated by altruistic reasons, including a desire to help people in need, make an impact in their communities or help society at large. That said, roughly two-thirds of givers don’t follow a set schedule for giving. Understanding what options and resources are available can make charitable giving more purposeful, impactful and rewarding. Working with a financial advisor to put charitable giving in the context of an overall financial strategy is a great way to start.

Here's how long it would take a typical millennial to save enough to buy a home 11/07/2022

Here's how long it would take a typical millennial to save enough to buy a home

Interesting article. Let's talk about ways to find more saving opportunities in your financial strategy.

Here's how long it would take a typical millennial to save enough to buy a home Wage growth for millennials is being undercut by rising inflation rates, particularly for home rental costs.

Consider charitable gifts of money and time 11/07/2022

Consider charitable gifts of money and time

It’s the season for charitable gifts. Look for ways to expand your charitable giving – both financially and personally.

Consider charitable gifts of money and time Charitable giving has benefits for the giver and receiver

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24805 Pinebrook Road, Ste 210
South Riding, VA
20152

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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