Edward Jones – Financial Advisor: Thomas K Dalton CFP®, AAMS™, CRPC™ is a trusted provider of personalized financial services in Lockport, NY. As part of the nationally recognized Edward Jones network, Thomas K. Dalton offers tailored investment strategies and retirement planning solutions designed to meet the unique goals of each client. With a strong emphasis on long-term relationships, he works closely with individuals, families, and small business owners to develop comprehensive financial plans rooted in their priorities.

Holding multiple professional designations, including Certified Financial Planner™ (CFP®), Accredited Asset Management Specialist™ (AAMS™), and Chartered Retirement Planning Counselor™ (CRPC™), Mr. Dalton brings deep industry expertise and a client-focused approach to wealth management. He specializes in helping clients prepare for retirement, save for education, manage risk, and plan for life’s unexpected events. Edward Jones is known for its in-person, one-on-one service and commitment to community engagement.

Through a consultative and relationship-driven model, Thomas K. Dalton provides trusted financial guidance with integrity and consistency. His office supports the economic well-being of the local community while leveraging the robust research and tools offered by Edward Jones, one of the largest financial services firms in the United States.

Website: https://www.edwardjones.com/us-en/financial-advisor/thomas-dalton

Key Services:

– Personalized investment strategy development
– Retirement planning and income strategies
– Tax-advantaged investment solutions
– Estate and legacy planning guidance
– Risk management and insurance review
– College and education savings planning
– Wealth transfer strategies
– Small business retirement planning
– Ongoing portfolio review and realignment
– One-on-one financial consultations and goal tracking