Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS™|CRPC™
76 West Avenue, Lockport, NY 14094
About the Business
Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 76 West Avenue in Lockport, New York, United States. With a team led by Thomas K Dalton, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), clients can expect personalized and comprehensive financial planning services tailored to their individual needs. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS™|CRPC™ is dedicated to helping you achieve your financial goals.
Photos
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Very knowledgeable about market concerns. With Tom you are not just a number , he consults you in what’s in your best interest. Friendly and courteous ."
"Tom Dalton has managed my retirement funds for over 20 years and does a great job! His knowledge, experience and integrity are second to none. I am a trial attorney and former judge who appreciates people who are good at what they do, and I highly recommend Tom."
"Tom Dalton destroyed my parents investments. After they died I took their holdings to Edward Jones and Tom Dalton changed the bonds to high commission mutual funds. It was a nightmare for my family. I hired a securities attorney which was very expensive. I went to court and lost. His attorney was paid by Edward Jones so it did not cost him anything. What a nightmare."
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- Financial Advisor
- Audit & Consulting
- 401K Plans
- Asset Allocation
- Business Succession Planning
- Business Transition Planning
- Employee Benefits
- Estate Planning
- Estate Strategy
- Family Financial Planning
- Financial Advisor
- Financial Goal Setting
- Financial Planning Services
- Generational Wealth
- Healthcare Reform
- Individual Retirement Accounts
- Individualized Planning
- Insurance Planning
- Investment Portfolio
- Investment Risk Management
- Investment Strategy
- Investments
- Investor Education
- Legacy Planning
- Long-Term Care Planning
- Portfolio Management
- Retirement Income
- Retirement Planning
- Small Business Finance
- Tax Optimization
- Tax Planning Strategies
- Wealth Management
- Wealth Preservation
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