Skip to Main Content
Steven Cox, Financial Advisor

FINANCIAL ADVISOR
Steven Cox

57 Phila Street Suite 1, Saratoga Springs, NY 12866opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • New Investors
  • College Savings
  • Entrepreneurs & Business Owners

About Steven

Edward Jones' values are something that really stand out to me. They are truly about being a part of the community and serving your clients in the best way you can on a personal level. As a financial advisor with Edward Jones, I focus in creating comprehensive financial strategies tailored to meet the unique needs and goals of my clients. These strategies include navigating through complex financial decisions, retirement planning, investment management, tax optimization and estate considerations. Understanding each client's circumstance and priorities is key in crafting their custom strategy to help them achieve financial success.

As a financial advisor...

Work History

  • Edward JonesOctober 2023 to Current
  • Cornerstone Wealth AdvisoryAugust 2022 to October 2023

Team Members

  • Bobbie Tucker
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Phone

(518) 581-1438

Fax

(855) 729-5162

Office Address

57 Phila Street Suite 1
Saratoga Springs, NY 12866opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More