Benjamin F. Edwards

Ameriprise Financial Advisors in Painted Post, NY, is committed to helping clients achieve their financial goals through personalized, one-on-one financial advice and tailored investment strategies. With more than 10,000 advisors nationwide, they focus on understanding client needs while offering regular meetings and digital tools to ensure clients remain informed and connected to their financial progress. Each Ameriprise advisor possesses unique expertise and credentials, ensuring that clients receive customized solutions based on their specific financial situations. The firm has earned recognition for its ability to understand client values and provide a supportive environment that prioritizes financial confidence and control. Generated from the website

Wells Fargo Advisors, a division of Wells Fargo Clearing Services LLC, provides a range of investment and financial services designed to accommodate individual goals and financial strategies. With offerings that include traditional and Roth IRA accounts, college savings plans, and estate planning, they prioritize a client-first approach in their advisory services. The firm emphasizes the importance of personalized financial advice, aiming to help clients navigate various life events, manage market volatility, and develop effective investment strategies. Wells Fargo Advisors also focuses on educational resources and tools to aid clients in achieving financial independence and maximizing their investment potential. Generated from the website

We provide investment management, financial planning, retirement planning, education planning, tax planning, insurance planning and estate planning services.