Edward Jones - Financial Advisor: Kyle B Velte

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Kyle Velte is a financial advisor based in Oneonta, New York, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investing. Kyle focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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