I have grown up, gone to school, worked and raised children in the Utica area. I know how hard families in our area work, and that it can be challenging, at times, to save. This is exactly why I am so honored to have the opportunity to help my neighbors in the Edward Jones office I opened and have grown over the last decade.
I provide customized, educated and experienced guidance to families that desire to create and grow wealth to meet their future goals and dreams.
I spent many years teaching adults how to use computer software in their work environment. I enjoy teaching people about the different types of investments that can be used to build a customized portfolio by explaining them in familiar terms. I would rather spend an hour listening to you and learning about you than ramble on trying to prove how much I know. My clients know I join their team to work together for their lifetime and their legacy.
Focus areas
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Pets
- Outdoor Enthusiast
- Martial Arts
- Gardening
- Taekwondo
Personal Interests
- Pets
- Outdoor Enthusiast
- Martial Arts
- Gardening
- Taekwondo
Office Information
Phone Number
Allen M Belmont at (315) 736-2967Branch Team
- Deirdre LaPorte
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Deirdre LaPorte
- Sr. Branch Office Administrator
Branch Team
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