Joe Butler is an Accredited Investment Fiduciary®who is dedicated to providing integrated wealthmanagement strategies to help clients meetimportant financial goals. His goal is to help peoplemake wise decisions with their money so they canmeet their financial goals and enjoy life.
Joe has over 20 years’ experience as a FinancialConsultant, is active in the Watertown community,and holds an M.B.A. from LeMoyne College, and aB.A. from St. Lawrence University.
Joe works with a team of highly skilled individualsat Community Bank Wealth Management to providefinancial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit