EDWARD JONES

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.

Located in Albany, NY, EDWARD JONES INVESTMENTS - James D Merrill is a distinguished financial services establishment catering to individuals, families, and small businesses seeking expert guidance in achieving their investment objectives and financial aspirations. Specializing in personalized financial solutions, this firm excels in investment management, retirement planning, estate planning, and educational savings strategies, ensuring a comprehensive approach to wealth management. At EDWARD JONES INVESTMENTS - James D Merrill, clients benefit from a network of committed financial advisors spread across the nation, dedicated to fostering strong and enduring relationships with each individual. By offering tailored consultations and continuous support, the firm empowers clients to navigate life's financial milestones with confidence and clarity. With a steadfast commitment to delivering bespoke financial strategies, EDWARD JONES INVESTMENTS - James D Merrill stands out for its emphasis on thoughtful, client-centric planning, ensuring that investors of all backgrounds can access personalized and impactful financial advice. Generated using this brand's available information

Waddell & Reed in Albany, NY is a financial services firm that offers a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning, the company aims to help clients achieve their long-term financial goals. Through a team of experienced financial advisors, Waddell & Reed provides tailored investment strategies, retirement planning, and insurance services to assist clients in navigating the complexities of the financial markets. By fostering relationships built on trust and transparency, the firm strives to empower clients to make informed decisions about their financial future. Generated from their business information