Financial Planning for Solo Agers

Beth Duffy guides Solo Agers, newly widowed, and newly single clients going through life transitions. It’s hard to feel in control of your financial situation without a comprehensive look at where you are and where you want to go.

As an Edward Jones financial advisor, it’s my job to listen and understand where you’re headed before you invest your hard-earned money. Working closely with you, your tax professional and your attorney, I can help you understand and create a fulfilling financial future.

Beth’s Focus Areas

• Wealth Strategies
• Retirement Income Strategies
• Estate & Legacy Strategies
• Charitable Giving
• Business Retirement Plans

Edward Jones Takes #1 Spot in Advised Investor Satisfaction in the JD Power 2026 U.S. Investor Satisfaction Study

News release | Mar.18, 2026

ST. LOUIS, Wed., March 18, 2026 — Edward Jones, a leading North American financial services firm headquartered in St. Louis, has earned the No. 1 ranking among 23 advice-based wealth management firms in the J.D. Power 2026 U.S. Investor Satisfaction Study℠, with an overall satisfaction score of 754 on a 1,000-point scale. The recognition marks the first time Edward Jones has claimed the top position since 2021 and places the firm among only three companies scoring significantly above the advised-industry average of 725. The achievement reflects Edward Jones’ continued investment in personalized financial advice, expanded product offerings, and advanced digital capabilities designed to deepen client relationships.

2026 J.D Power U.S Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking.

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