Edward Jones – Financial Advisor: Jody L DiStefano is a locally based financial services provider operating under the nationally recognized Edward Jones brand. Specializing in tailored investment strategies, Jody L DiStefano works closely with individuals, families, and small business owners to create personalized financial plans that align with their long-term goals. Services include retirement planning, wealth management, education savings, and protection strategies such as insurance and estate considerations.

One of the defining features of Edward Jones is its client-first approach, offering face-to-face consultations to ensure each financial plan is uniquely suited to the client’s needs and values. Jody L DiStefano brings this philosophy to the Oneonta community, cultivating strong, long-term relationships built on trust and transparency. The office also serves as a local resource for educational seminars and financial literacy initiatives, underscoring its commitment to community involvement.

Affiliated with FINRA and SIPC, Edward Jones adheres to high ethical and regulatory standards. Clients benefit from both the personalized service of a local advisor and the robust research resources of a national firm.

Website: https://www.edwardjones.com/us-en/search/financial-advisor/results

Key Services:

– Retirement income planning
– Investment strategy and portfolio management
– College savings plans (e.g., 529 plans)
– Life insurance and long-term care planning
– Estate and legacy planning
– Tax-efficient investment strategies
– Small business retirement and benefit plans
– Personalized financial assessments and goal tracking