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

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.

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.

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