Steve serves as a Wealth Advisor for Midland Wealth Management in New York, working with individuals and families to develop personalized financial strategies aligned with their long-term goals. He brings a relationship-centered approach to advising clients, drawing on his broad experience in banking, lending, and wealth planning. Steve has spent more than a decade serving affluent and high-net-worth clients in... Read More about Midland Wealth Management: Steve Kelly

We specialize in administering special needs trusts and guardianships, as well as offer traditional trust and estate services.

You are not just another face in the crowdYou are unique, and so are your financial goals. That's why I care and take the time to understand what's truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated... Read More about Joseph Madio - Ameriprise Financial Services, Inc.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Midland Trust Company (MTC) is a full-service trust company offering estate planning advice and administration, as well as customized trust management. MTC also provides in-house investment management services. MTC specializes in administering guardianships/conservatorships and special needs/supplemental needs trusts.

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management