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Jon Connell, Financial Advisor

FINANCIAL ADVISOR
Jon Connell

CFP®, WMCP®
2452 Route 9 Suite 103, Malta, NY 12020opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Corporate Executives
  • Business Retirement Plans

About Jon

My goal is to help clients organize and consolidate their accounts, protect their assets and grow their wealth. I create long-term partnerships and help keep my clients on track to reach their financial goals throughout their life. I believe our process and guidance changes lives and helps people achieve those goals. I prefer to work with clients that desire an advisor who partners with them and those that want to define their own version of living a wealthy lifestyle.

I believe strategy and behavior are essential for positive investment outcomes. There are numerous things we cannot control in life, nor...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • WMCP®

    Wealth Management Certified Professional®

Team Members

  • Robert Bolger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(518) 899-0156

Fax

(888) 253-9819

Office Address

2452 Route 9 Suite 103
Malta, NY 12020opens in a new window

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