Edward Jones - Financial Advisor: Philip J Loftus

Smart Capital Management, LLC is a trusted financial company located in Coxsackie, NY, with over 24 years of experience working with successful educators and their families. Led by President Stephen A. Simmons, the company offers personalized financial planning services, focusing on helping clients achieve their goals and improve the quality of their lives through their unique SMART Transition Experience. With a team of experts and a family-oriented approach, Smart Capital Management is dedicated to providing confidence and simple solutions to their clients. As an independent firm, Smart Capital Management offers a wide range of services, including retirement planning, investment management, insurance solutions, and estate planning. They strive to save their clients money and reduce taxes through strategies such as utilizing retirement accounts like 403B, 401K, or IRA. With a commitment to education, the company provides a wealth of resources, including articles, newsletters, calculators, and videos, to keep clients informed about financial issues and trends. Smart Capital Management is dedicated to helping families graduate to a better future.Generated from the website

Lincoln Investment Planning is a financial services firm based in Coxsackie, NY, specializing in personalized investment planning and wealth management solutions for individuals and businesses. With a team of experienced advisors, Lincoln Investment Planning offers comprehensive financial guidance to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

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.