Marie A Green, AAMS® – Edward Jones Cortlandt Manor Westchester County, NY Financial Advisor

3565 Crompond Rd, Ste 6 Parkside Corner Plaza, Cortlandt Manor, NY 10567, United States

Website

(914) 736-2078

Monday to Friday: 10:30AM - 8:30 PM; Saturday: By Appointment Only; Sunday: Closed

How We Work Together

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

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Posted in Financial and Professional

One Review

  1. Don Rizzo
    Don Rizzo

    I’m a huge fan of Marie’s as most of her clients are. She’s has an unusual passion to help others for their benefit without regard to herself. She’s a Peekskill Rotarian and former President of the club as well as a NINE TIME Paul Harris recipient. Take the time to meet with her, it’ll be the most valuable time you spend all year.

    October 30, 2018 at 2:08 pm Reply

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