As a person who, along with my wife and two daughters, was born and raised in Central NY, it has been my honor to have helped many clients achieve both their financial and personal goals. I have built my practice on a strong foundation of experience and dedication to my clients.
Every strategy I offer and every solution I recommend is carefully tailored to what is most important to you and your family. My ideal clients are those that are purposeful and thoughtful about working toward long-term goals that range from preparing for or living in retirement, to sending a child to college, to outlining estate considerations. No two scenarios are the same; nor are the approaches to mapping out the strategies for achieving those goals.
I have a fabulous senior branch office administrator, Penny Nelson (26 years with Edward Jones), along with our newest member, Maureen Gilbert. Together, we are passionate about providing you with the highest level of client-focused service. As your Edward Jones branch team, we believe it's paramount to invest time with you to understand what's important to you and your loved ones. We use an established process to help you build personalized strategies to achieve your long-term goals.
Relationships are key, and we will partner together throughout your life to help keep you on track. Your time is valuable, and we welcome the opportunity to provide you with our highly personalized services.
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
Office Address451 S Main St
North Syracuse, NY 13212 opens in a new window
Phone NumberDave Chalifoux at (315) 452-5549
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