Edward Jones - Financial Advisor: Reisa Adato

The cornerstone of our practice is wealth accumulation planning for individuals approaching retirement, and retirement income planning for retirees. Our goal is to help you preserve and grow your assets by recommending comprehensive financial and retirement strategies that reflect your needs, values and risk tolerance. We are committed to helping you understand your financial situation and providing you with high-quality, detailed financial information, services, and products to help you achieve your financial goals, truly enjoy your retirement, and leave something behind for the ones you love.

Benefit Counseling Associates is dedicated to assisting individuals in navigating the complex world of insurance to find the best coverage for their needs. With a focus on personalized service, they work closely with clients to identify the ideal insurance company, benefit plan, and pricing options that align with their unique requirements. Generated from their website's infomation

Morgan Stanley Smith Barney LLC is one of the leading global companies in wealth management. Located in Kingston, N.Y., the company provides a range of investment banking, securities, investment management and wealth management services. It also specializes in brokerage and investment advisory services, financial/wealth planning, credit/lending and cash management. For more than 30 years, the company is also one of the leading providers of share plan services in the United States. Morgan Stanley Smith Barney LLC is a member of the Securities Investor Protection Corporation (SIPC).