Financial Services

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 .

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.

We’re the real deal and have been for nearly 100 years.  We’ve got you covered from auto, life, renters and homeowners insurance to health insurance, pet insurance, and personal articles policies.

Mackenzie opened her State Farm agency during the Pandemic and has been an active supporter of the Malta area business community ever since.

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.