Fundamental Wealth Management

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

Carlson Financial Group is a trusted financial advisory firm located in Jamestown, NY, dedicated to providing comprehensive retirement planning services. With a focus on building long-term relationships, their team of fiduciary advisors ensures that clients receive advice that is in their best interest, even if it means losing their business. As a disciplined investing approach, Carlson Financial Group highlights the potential benefits of dollar-cost averaging, allowing clients to navigate market fluctuations with confidence. Offering securities through Securities America, Inc. and advisory services through Securities America Advisors, they prioritize the well-being of their clients and provide personalized solutions tailored to their unique financial goals.Generated from the website

Bayview Financial Group, located in Jamestown, NY, is your trusted partner for comprehensive financial services and expert guidance. As experienced financial planners and advisors, we offer a wide range of investment services tailored to meet your unique financial goals. Our expertise spans various investment vehicles, including bonds, common stocks, and government securities. We specialize in retirement planning, offering diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Bayview Financial Group also provides expert assistance with college plans, estate planning, and profit-sharing strategies.