Oak Financial Services & Financial Planning

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

Located in Oswego, NY, Edward Jones stands as a prominent financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their array of services includes personalized guidance encompassing investment management, retirement and estate planning, and education savings programs, ensuring tailored solutions to meet each client's unique needs. With a widespread network of dedicated financial advisors, Edward Jones places a strong emphasis on fostering meaningful advisor-client connections. By providing consultations and continuous support, the firm equips clients with the tools to navigate life's changing phases confidently. At Edward Jones, the focus lies on crafting individualized strategies for every client, prioritizing thoughtful planning over a one-size-fits-all approach, thus making comprehensive financial planning accessible to a diverse range of investors. Generated using this brand's available information

Since 1982, OMC Financial Services has provided personal attention and expert consultation for retirement planning, estate planning and investment management in Syracuse, NY. OMC Financial Services’ fee-only investment advisors will develop an asset management strategy to achieve your personal go...