Madison Trust Co LLC

Located in Stony Point, NY, Edward Jones Investments, under the guidance of James P Kivlehan, stands as a pillar in the financial services realm. Specializing in aiding individuals, families, and small businesses, this firm excels in steering clients towards their investment objectives and financial planning aspirations. Their approach is deeply rooted in delivering personalized advice, with a keen eye on tailoring solutions spanning investment management, retirement and estate planning, and educational savings initiatives. At Edward Jones Investments, a network of dedicated financial advisors spans the nation, placing emphasis on nurturing robust relationships with clients. Through in-depth consultations and continuous support, the firm equips individuals to navigate life's various phases confidently. By prioritizing individualized care and bespoke strategies over generic transactions, Edward Jones Investments, led by James P Kivlehan, ensures that meticulous planning is within reach for a diverse array of investors. Generated using this brand's available information

Zachary Njoga is a Licensed Financial Representative with Primerica serving MONTROSE and its surrounding areas.

Brian Kopilak is a Licensed Financial Representative with Primerica serving PEEKSKILL and its surrounding areas.