Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

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.

Joseph Truesdale has invested more than 24 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing or building your dream home, working with a seasoned professional can make everything simpler and easier. As an experienced loan officer, I have the knowledge and expertise to help you explore the many financing options... Read More about Joseph Truesdale - M&T Bank

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

Rocco understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goal’s-based plan that is tailored to your situation. Using customized tools, Rocco can help analyze your investments... Read More about Rocco T. Lattanzi - Wilmington Advisors @ M&T

John understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goal’s-based plan that is tailored to your situation. Using customized tools, John can help analyze your investments... Read More about John B. Lackovic - Wilmington Advisors @ M&T

Jason understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goal’s-based plan that is tailored to your situation. Using customized tools, Jason can help analyze your investments... Read More about Jason S. Duvall - Wilmington Advisors @ M&T

Edwin understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goal’s-based plan that is tailored to your situation. Using customized tools, Edwin can help analyze your investments... Read More about Edwin L. Dooley - Wilmington Advisors @ M&T

Your goals and circumstances are unique, which is why Elizabeth will work with you to build a personalized plan that puts your goals front and center. She’ll help you gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, Elizabeth can analyze your investments and prioritize your needs,... Read More about Elizabeth Wise - Wilmington Advisors @ M&T

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.