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Warren O

Series 66

Saratoga Springs, NY

Edward Jones

Warren O'Connor is a financial advisor at Edward Jones in Saratoga Springs, NY, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he is associated with a family farm in Chateaugay, NY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Business ownership considerations Business succession planning Retirement income strategy Wealth management General estate planning guidance Military & Veterans Founder/Business Owner
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Philip R

Series 66

Saratoga Springs, NY

Edward Jones

Philip Robillard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Walgreens and CVS Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, with a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Doctor or Medical Professional Educators, Teachers, and Academics Government Employee
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Steven C

Series 66

Saratoga Springs, NY

Edward Jones

Steven Cox is a financial advisor with Edward Jones in Saratoga Springs, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Cornerstone Wealth Advisory and Insurance Services, Angi, Inc., and Farmers Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner
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