Cetera Investor

Murphy Wells Management is a wealth management firm located in Wappingers Falls, NY. With over 100 years of collective experience, their team is dedicated to providing personalized financial planning services to their clients. They prioritize understanding their clients on a personal level, taking the time to listen and ask the right questions to create strategies that align with their short- and long-term goals. Murphy Wells Management believes in putting people first and building meaningful relationships, making them stand out in the industry. At Murphy Wells Management, wealth management goes beyond just money. They believe in creating a deep understanding and caring for their clients, taking into account their family, personal goals, retirement plans, legacy needs, and risk tolerance. By providing comprehensive services such as retirement planning, tax planning, estate planning, insurance planning, and more, they aim to help their clients achieve financial security and pursue their dreams. With a focus on personal connection and client-centered strategies, Murphy Wells Management sets themselves apart in the field of wealth management.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

At 1879 Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Fishkill, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.