Revolutionary Financial Planning

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.

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

Optimus Group LLC is an independent financial services firm located in Halfmoon, NY, specializing in helping individuals and families create customized retirement strategies. With a team of experienced professionals, they offer a range of financial services, including retirement income strategies, legacy planning, and tax strategies for retirement. Their goal is to help clients regain control of their financial future and ensure they have a plan that continues to work even after they retire. Using a variety of insurance products, Optimus Group LLC tailors their strategies to meet the unique needs and objectives of each client. They provide thorough evaluations of current financial situations and offer custom strategies to help clients reach their retirement goals. With a focus on providing steady and reliable income streams, they aim to help individuals and families achieve their ideal retirements.Generated from the website