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Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you. Email: jon.connell@edwardjones.com .
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Ellen Reidy is an experienced financial professional and community advocate based in upstate New York. With an understanding of the unique financial needs and challenges faced by individuals and families in the region, Ellen is dedicated to serving clients in all stages of life. Focusing on retirement planning, college savings plans, and insurance strategies, she has helped numerous families plan for and solidify their financial goals. Ellen is an associate of Equitable Advisors, LLC, a leading financial services firm, that provides her access to a network of resources and a dedicated team based in Malta, New York. In addition to her professional achievements, Ellen actively participates in local Chamber events and the Women's Business Council, contributing to the growth and development of the region's business landscape. She is also a passionate runner, you might see her training for her next half marathon on the Zim Smith trail.
Financial Planning for business owners and individuals. Benefit review and planning for small businesses are the cornerstone of the practice.
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Kumlander, Donofrio, Hay & Pehl, CPAs, LLP and Luther Forest Wealth Advisors are sister companies with one common mission - to provide professional, objective advice to our clients. Both firms are owned by the same partner group; though each business has its own focus and specialty.
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Kumlander, Donofrio, Hay & Pehl, CPAs, LLP and Luther Forest Wealth Advisors are sister companies with one common mission - to provide professional, objective advice to our clients. Both firms are owned by the same partner group; though each business has its own focus and specialty.
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Stephen Cardinal, Financial Professional is New York Life's local agent for Malta residents! Stephen Cardinal resides in Ballston Lake and serves the area's financial services needs. Call today for more information.
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