Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones in 2013 because I discovered their core values aligned with mine.
I realize life happens through your saving and investing years, so I will help you adapt your strategy at every turn so that you have a clear path to achieving your vision. My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.
Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategies need to be as well.
My team extends far beyond myself and my branch office administrator, Pam Yacalis. In our home office, our senior leaders, strategists, the Investment Policy Committee and product review teams are all dedicated to developing the research, advice and guidance we rely on.
My goal is to connect with people to provide highly personalized and goal-oriented service. Relationships are the key to this and the more I listen, the more I learn. I look forward to meeting with you and your family to start establishing that relationship and working toward a lifelong connection.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Intergenerational Planning
Office Address248 Front Street First Floor
Owego, NY 13827
Phone NumberPatrick W Ousterout at (607) 687-4427
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