Mark Holcomb - UBS Financial Services Inc.

Bayview Financial Group, located in Jamestown, NY, is your trusted partner for comprehensive financial services and expert guidance. As experienced financial planners and advisors, we offer a wide range of investment services tailored to meet your unique financial goals. Our expertise spans various investment vehicles, including bonds, common stocks, and government securities. We specialize in retirement planning, offering diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Bayview Financial Group also provides expert assistance with college plans, estate planning, and profit-sharing strategies.

At Financial Care Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Warren, PA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)