Edward Jones – Financial Advisor: Jon Connell CFP®, WMCP® is a branch of the nationally recognized Edward Jones investment firm, offering tailored financial services to individuals and families in the Malta, NY area. Jon Connell brings specialized expertise as both a Certified Financial Planner™ and Wealth Management Certified Professional®, guiding clients through complex decisions related to retirement, estate strategies, and tax-advantaged investing. He focuses on building long-term relationships through a personalized, one-on-one approach that aligns financial strategies with each client’s unique life goals.
Edward Jones is known for its client-first philosophy, and Jon Connell reinforces this through strategic planning sessions, consistent portfolio monitoring, and transparent communication. His practice works closely with local professionals, including CPAs and attorneys, to help ensure clients receive a fully integrated financial plan. Whether planning for education, managing wealth for multiple generations, or preparing for retirement, Jon applies a disciplined methodology rooted in the firm’s time-tested investment principles. Community-oriented and deeply involved in empowering clients through financial education, he is committed to serving both individual investors and local businesses.
Website: https://www.edwardjones.com/us-en/financial-advisor/jon-connell
Key Services:
– Comprehensive financial planning
– Retirement income strategies
– Portfolio management and investment guidance
– Education savings strategies
– Life insurance and long-term care solutions
– Estate and legacy strategies
– Tax-sensitive investment approaches
– Business retirement plans and succession planning
