Edward Jones - Financial Advisor: Jon Connell, CFP®|CPWA®|WMCP®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Jon Connell is a Certified Financial Planner (CFP®) and financial advisor based in Malta, New York. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing strategies. As part of Edward Jones, Jon emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking to build long-term wealth and navigate their financial futures effectively.

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