Boccaccio & Associates

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Located in Old Saybrook, CT, Edward Jones - Financial Advisor: Linda F Brophy stands as a beacon of financial expertise and personalized service. This establishment operates within the framework of Edward Jones, a renowned financial services firm renowned for its commitment to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Linda F Brophy, a seasoned financial advisor, leads the charge in providing tailored solutions spanning investment management, retirement and estate planning, and education savings programs. With a focus on cultivating enduring advisor-client partnerships, Edward Jones - Financial Advisor: Linda F Brophy goes beyond conventional financial services. By prioritizing one-on-one consultations and continuous support, this business equips clients with the tools and knowledge necessary to navigate life's financial milestones confidently. The firm's dedication to personalized care ensures that each client receives a bespoke financial strategy, moving away from generic approaches to deliver thoughtful and accessible planning solutions for investors of diverse backgrounds. Generated using this brand's available information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Eric Moreira will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.