Wells Fargo Advisors

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

Bayview Financial Group, located in Jamestown, NY, is your trusted partner for comprehensive financial services and expert guidance. As experienced financial planners and advisors, we offer a wide range of investment services tailored to meet your unique financial goals. Our expertise spans various investment vehicles, including bonds, common stocks, and government securities. We specialize in retirement planning, offering diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Bayview Financial Group also provides expert assistance with college plans, estate planning, and profit-sharing strategies.

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