Edward Jones-Financial Advisor: Jon Connell

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Malta, NY area, Megan Merriam will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Helping You Pursue True WealthOur financial advisors in Clifton Park, New York, work with families, women and business owners to pursue their financial and life goals by crafting effective and personalized financial plans.We focus on developing true meaningful relationships with all our clients and their families. Because True Wealth is more than just money its financial confidence and the ability to focus on what means the most to you and your loved ones.We deliver coordinated wealth management in plain language to support and educate our clients, so they can live their lives with confidence and a healthy mindset about their financial situation.Our team specializes in providing our clients with highly personalized, comprehensive, full-service financial planning, portfolio management, estate planning, tax strategy and more.

Rockefeller Capital Management is a financial services firm based in Saratoga Springs, NY, specializing in wealth management and investment advisory services. With a focus on personalized financial planning and strategic investment solutions, Rockefeller Capital Management aims to help clients achieve their long-term financial goals. Generated from their business information