Edward Jones - Financial Advisor: Jacquelyn Smith

Ameriprise Financial Advisors in Milford, CT, is committed to helping clients achieve their financial goals through personalized, one-on-one financial advice. With a network of over 10,000 advisors, they offer tailored recommendations and regular progress reviews to ensure clients feel confident and in control of their financial futures. Each advisor brings unique expertise and credentials, such as Accredited Asset Management Specialist and Accredited Estate Planner, to address a range of financial needs. Ameriprise also provides clients with access to digital tools, facilitating anytime oversight of their investments and aiding in the achievement of diversified portfolios. Generated from the website

Phoenix Advisors LLC is a trusted financial advisory firm based in Milford, Connecticut, specializing in government finance and continuing disclosure services. With a commitment to providing smart and proven solutions, the company serves clients across various sectors, including bond and lease financing, referendum planning, and ESIPs. The firm also has a presence in Hamilton, New Jersey, further extending its reach and expertise in municipal advisory services. Phoenix Advisors is dedicated to delivering tailored financial strategies that meet the unique needs of its clients. Generated from the website