Edward Jones - Financial Advisor: Rich Marlin

Address:
1120 Crosspointe Lane, Suite 8, Webster, NY 14580
Phone:
(585) 265-0440
Description:

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.

Year Established:
1993
Member Since:
2018

Be sure to take a look at the Membership section for more detailed information on the Webster Chamber such as fees, upcoming events, benefits, and our application form. And feel free to reach out at 585‐265‐3960 for answers to inquiries not covered on the site. We look forward to seeing you soon!

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