Edward Jones – Financial Advisor: Jason D. Cicioni, CFP® provides comprehensive financial services tailored to individuals and small business owners in Cortland, NY. As part of the larger Edward Jones network, Jason D. Cicioni offers personalized financial guidance backed by the resources of a well-established financial services firm. With a focus on long-term strategies and one-on-one relationships, he helps clients navigate life events such as retirement planning, wealth building, education savings, and estate considerations.

As a Certified Financial Planner™ (CFP®), Jason brings a high standard of fiduciary ethics and planning expertise to his work, ensuring clients receive advice that aligns with their best interests and life goals. His practice emphasizes education, collaboration, and transparency, building trust with each client through regular review and strategy sessions. Edward Jones is known for its client-first culture, and Jason upholds that commitment by customizing strategies based on individual goals and risk tolerance. In addition to financial planning, he supports local community initiatives, staying involved with area events and organizations.

Website: https://www.edwardjones.com/us-en/financial-advisor/jason-cicioni

Key Services:

– Retirement planning solutions
– Investment portfolio development and management
– Financial goal setting and planning
– College savings strategies
– Estate and legacy planning
– Life insurance and long-term care strategies
– Tax-efficient investment guidance
– Personalized financial consultations and ongoing reviews