Edward Jones-Financial Advisor: Olivia Zwetzig

Edward Jones-Financial Advisor: Olivia Zwetzig Throughout my life, helping others has been an integral part of who I am. This is exactly what our Financial Advisor did for us so many years ago.

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. From an early age I was instilled with a passion for learning which prompted me to obtain my undergraduate and master's in education. I utilized this in the private sector helping various local and global organizations refine and implement their learning and change management

programs all while placing special emphasis on their people, the heart and soul of the organization. My husband Todd and I have two children which we thoroughly enjoy watching participate in a variety of sports. We also enjoy the outdoors and taking advantage of the various seasons of Michigan, our home state. The first time we met with our Financial Advisor was when we got pregnant with our first child, and we are so very grateful that we had his perspective and education to make solid choices for the future. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. If this is what you're looking for or are even just curious about how we can partner to reach your goals, I would be honored to connect with you. Contact me today! Member SIPC.
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Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable gu...
06/24/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4eBB1OU

Join us in celebrating the dads, father figures and mentors who inspire us each and every day. Thank you for your wisdom...
06/21/2026

Join us in celebrating the dads, father figures and mentors who inspire us each and every day. Thank you for your wisdom, strength and steadfast love.

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day...
06/19/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cov...
06/17/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. Wh...
06/17/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/15/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

Today, we honor our nation’s symbol. May the stars and stripes continue to inspire unity and reflect the freedoms we sha...
06/14/2026

Today, we honor our nation’s symbol. May the stars and stripes continue to inspire unity and reflect the freedoms we share.

06/12/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4utADYN

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
06/10/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

Address

617 Washington Avenue
Bay City, MI
48708

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Monday 8am - 5pm
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Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

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