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Jerry Terwilleger at Edward Jones is a Financial Advisor located at 1508 Route 9W in Marlboro, NY. Edward Jones is a different kind of local investment firm. At Edward Jones, establishing long term personal relationships makes the most sense. Jerry will meet with you to learn and specifically discuss your individual needs, so he can develop a strategy to help you achieve your long term financial goals.

Jerry Terwilleger Edward Jones is a financial advisor and investment firm serving the Marlboro, Milton, Town of Marlborough, Highland, Town of Lloyd and surrounding Orange & Ulster County, NY communities.

Jerry Terwilleger Edward Jones Financial Advisor: My purpose as a financial advisor is to help you have the means and support necessary to live life on your own terms.

I serve individuals who are serious about achieving their financial goals, and who prefer a personal, more holistic approach. I work primarily with people in retirement or near retirement, young professionals, business owners and small businesses.

It all starts with a friendly conversation: Before I provide any recommendations, I want to understand what matters most to you and your family - and to understand your goals and vision of retirement.

My goal is for you to feel understood and comfortable with the strategy we create and maintain together.

More importantly, I focus on personal service and maintaining a long-term partnership to help keep you on track. We will discuss how our disciplined investment approach is centered around you and built from quality investments.

I have always lived in the beautiful Hudson Valley. I am a music and sports fan, and have enjoyed spending many seasons coaching at local little league fields. My wife, Carla, and I have three children; Paul, Brittany and Kira, and our twin grandchildren are keeping us young!

So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads.

Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

Financial Advisor serving the Marlboro, Milton, Town of Marlborough, Highland and Town of Lloyd, NY area - Long term Financial Goals - Stocks - Bonds - Mutual Funds - Index funds - Saving for Your Retirement - Living in Retirement - Trust Services - 401(k) Rollovers College Planning - Roth IRA - Traditional IRA - Long term Care - Life Insurance