Edward Jones - Financial Advisor: Ulana M Emerson, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Ulana M Emerson is a Certified Financial Planner (CFP®) and financial advisor based in Port Jervis, New York. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing. Ulana emphasizes the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking to build long-term wealth and navigate their financial futures.

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