Gansevoort, NY Saratoga Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

1330 Saratoga Rd Suite 3

Gansevoort NY 12831

Advisors at this office

2

Advisors at this office

Joseph K

Series 63

Gansevoort, NY

Edward Jones

Joseph Kelly is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 63 designation. He has been with Edward Jones since 2004. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Military & Veterans

Madeline B

Series 66

Gansevoort, NY

Edward Jones

Madeline Butler is a Series 66 licensed financial advisor with Edward Jones, bringing three years of industry experience. Prior to joining Edward Jones, she worked at Spencer Gifts LLC and has been involved with the Glens Falls Association for the Blind. 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 solutions, supported by a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Passive / index investing ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged Young Families Young Professionals
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