Northwestern Mutual-Hart Financial Group

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

Citizens Securities, Inc. is a financial advisory firm located in East Aurora, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including advisors and specialists, they guide individuals and families through their financial journey, helping them create a solid financial plan and adjust it as their life evolves. Citizens Securities, Inc. also provides exclusive rewards through their CitizensPlus program, offering benefits such as investment matches, higher savings rates, special lending discounts, and more. With multiple locations in East Aurora and Williamsville, New York, Citizens Securities, Inc. is committed to providing trusted advice and personalized solutions to help clients reach their financial goals. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, work closely with clients to design a truly personal approach to their finances. Whether clients are looking for custom financial planning, investment management, or other wealth management services, Citizens Securities, Inc. offers a collaborative and comprehensive process to ensure their clients' financial well-being.Generated from the website

At Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Batavia, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.