Merrill Lynch 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

Mahopac National Bank, located in Mount Kisco, NY, is a friendly hometown bank with a history dating back to 1927. With 15 branch locations spanning Westchester, Putnam, and Dutchess Counties, the bank offers a wide range of product services including checking accounts, savings accounts, mortgages, loans, and credit cards. In addition to traditional banking services, Mahopac National Bank also provides business lending, merchant services, remote deposit, online banking, and 24-hour ATM access. Its commitment to personalized customer service and comprehensive financial solutions has made it a trusted choice for individuals and businesses in the local community. Generated from their available business information

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.