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portrait of Allen M Belmont
FINANCIAL ADVISOR

Allen M Belmont

4947 Commercial Drive, Suite 5, Yorkville, NY 13495opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Allen

I have grown up, gone to school, worked and raised children in the Utica area. I know how hard families in our area work and that it can be challenging, at times, to save. This is exactly why I am so honored to have the opportunity to help my neighbors in the Edward Jones office I opened and have grown over the past 15 years.

I provide customized, educated and experienced guidance to families who desire to create and grow wealth to meet their future goals and dreams.

I spent many years teaching adults how to use computer software in their...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesJune 2009 to Current

Education

  • Utica CollegeBachelor of Science

Personal Interests

  • Pets
  • Outdoor Enthusiast
  • Martial Arts
  • Gardening
  • Taekwondo

Team Members

  • Deirdre LaPorte
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(315) 736-2967

Fax

(877) 335-9568

Office Address

4947 Commercial Drive, Suite 5
Yorkville, NY 13495opens in a new window

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