Edward Jones - Financial Advisor: Matthew Carty

The Capital Preserve is an Independent Registered Investment Advisor located in Tarrytown, NY, specializing in wealth management with a holistic approach to financial planning. They prioritize independence and objectivity to provide tailored strategies that grow and preserve the assets of high net worth individuals, families, and businesses. Offering a full spectrum of services, including retirement, investment, estate, insurance, and education planning, The Capital Preserve focuses on understanding clients' unique goals to devise personalized financial strategies. Their dedicated team has earned the trust of many through a commitment to providing insights that align with each client's objectives. Generated from the website

Hudson Financial Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Sonyalis Marrone is a Licensed Financial Representative with Primerica serving ELMSFORD and its surrounding areas.