TOP 30 Tailored wealth management services in Saint James, New York

2 results found

Edward Jones - Financial Advisor: Scott R Posner, CFP® is a reputable financial institution located at 542 North Country Road in Saint James, New York. As a Certified Financial Planner, Scott R Posner provides expert financial advice and guidance to clients looking to secure their financial futures. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Scott R Posner and the team at Edward Jones are committed to providing the highest level of professionalism and expertise in the finance industry.

Welcome to TD Bank, your local financial partner located at 621 Lake Avenue, Saint James, New York 11780. At TD Bank, we offer a comprehensive range of banking and financial services tailored to meet your unique needs. Our dedicated Relationship Manager and team of wealth professionals are here to assist you with private banking, credit, investment, and financial planning. If you're looking to buy a home, build, renovate, or refinance, our local mortgage loan officers are ready to help you prequalify and guide you through the mortgage process. We invite you to stop by and get to know us—our doors are open during human hours, including early mornings, late evenings, and weekends, because we understand the importance of convenience.