Edward Jones - Financial Advisor: Dave O'Connor

The Balance Sheet Inc. is a premier independent tax return preparation service and investment center located in East Chatham, New York. Committed to understanding and advocating for their clients' financial goals, the firm employs a comprehensive planning approach combined with advanced technology to ensure optimal results. With years of experience collaborating with clients, The Balance Sheet Inc. emphasizes the importance of organized, accessible financial information and continuous monitoring. They offer a variety of resources and tools to assist individuals in improving their tax situation, growing retirement savings, and securing their family's financial future. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.