Gilbert Financial LLC

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Located in Rochester, NY, Edward Jones Investments, led by Carla M. Morris, stands as a trusted financial services provider dedicated to assisting individuals, families, and small businesses in achieving their investment aspirations and financial objectives. Specializing in offering tailored solutions encompassing investment management, retirement planning, estate planning, and education savings initiatives, the firm ensures personalized guidance to meet the unique needs of each client. At Edward Jones Investments, clients benefit from a network of skilled financial advisors spread across the nation, fostering strong and enduring relationships through comprehensive consultations and continuous support. By prioritizing individualized care and crafting bespoke strategies rather than adopting a one-size-fits-all approach, the firm ensures that clients experience thoughtful planning and guidance that cater to a diverse range of investors, preparing them for the ever-changing stages of life. Generated using this brand's available information

Securities America Inc, now operating as Osaic Securities, offers a range of securities and investment advisory services through its various affiliated entities, including Osaic Wealth Inc. The firm is a registered broker-dealer and investment adviser, and is a member of FINRA and SIPC. Osaic Securities provides clients with access to a network of financial professionals, while ensuring that services are independently managed by its affiliated firms. The company emphasizes the importance of professional history and encourages clients to utilize resources like FINRA's BrokerCheck for additional information. Generated from the website