Edward Jones – Financial Advisor: Joseph E. Kelly, AAMS™ is a dedicated financial services provider operating under the nationwide Edward Jones network, offering personalized wealth management and investment services tailored for individuals, families, and small businesses. With a focus on building strong client relationships, Joseph Kelly takes a long-term, goal-oriented approach to financial planning that aligns with each client’s unique personal and financial objectives. As an Accredited Asset Management Specialist℠ (AAMS™), Mr. Kelly brings a high level of experience and specialized training to help clients plan for retirement, save for education, manage investment portfolios, and more.

Committed to delivering straightforward advice and strategic guidance, Joseph helps clients navigate market complexities with clarity and confidence. Backed by Edward Jones’ comprehensive research and tools, his services are supported by a client-centered philosophy that prioritizes transparency, consistency, and tailored financial strategies. Active in the South Glens Falls community, Joseph combines local insight with the resources of a national firm to provide trusted financial planning support.

Website: https://www.edwardjones.com/us-en/financial-advisor/joe-kelly

Key Services:

– Retirement planning and income strategies
– Investment portfolio management
– Wealth management and financial goal setting
– Tax-advantaged investment strategies
– Estate and legacy planning guidance
– College and education savings strategies
– Life insurance and long-term care solutions
– Business retirement plans and succession planning