Ameriprise Financial

Located in Carmel, NY, Edward Jones Investments - David R Bergerson, is a financial services firm committed to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in personalized guidance, they focus on tailored solutions encompassing investment management, retirement and estate planning, and education savings programs. With a network of dedicated financial advisors spread nationwide, the firm places a strong emphasis on fostering enduring advisor-client relationships through consultations and continuous support. By prioritizing individualized client care and crafting bespoke strategies, Edward Jones Investments ensures a meaningful planning experience that caters to a diverse range of investors, steering away from a one-size-fits-all approach towards thoughtful and accessible financial planning. Generated using this brand's available information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.