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Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Understanding Today’s Financial Environment

I’m Jeffry Weldon, a financial professional in Watertown, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (315) 782-7442.

Client Centered

Client Centered

Without any conflicts of interest we put your needs first.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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A quick look at how federal income taxes work.

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How will you weather the ups and downs of the business cycle?

7 Ways to Show Your Appreciation for Mom this May

7 Ways to Show Your Appreciation for Mom this May

For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.