Edward Jones - Financial Advisor: Michael Booth

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Edward Jones - Financial Advisor: Michael Booth We’re a financial advisory and research firm delivering on what’s most important to our clients. Member SIPC. It's the best business decision I ever made.

Albeit successful families, farmers, business owners, or individuals, call me if you want to simplify your financial life. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. At Edward Jones, we value personal relationships based on a deep understanding of our client's unique financial needs. We develop a customized approach, tailored to our clients' individual goals. At our office in Rochester, NY, our team focuses on serving the financial needs of individual investors and business owners locally, and afar. Using our established process, we build personalized financial strategies that are designed to help achieve your goals. To gain a thorough understanding of what is important to you, our clients, we listen to truly understand what matters most, as we partner with your CPA and attorney. We have built our business by treating our clients as family, a simple idea that makes sense in today's complex world. After serving in similar roles at other firms, in 2016 I was compelled to join Edward Jones for the client experience we offer. The Edward Jones partnership allows us to sit on the same side of the table as our clients and partner together throughout their lives to keep them on track. We don't have a mother bank to answer to, nor shareholders - only our valued and trusted clients, our family. I attended Daemen College in Amherst, NY to receive my bachelor's degree, as well as Athlone Institute of Technology in Athlone, Ireland for a semester. A former Rotarian of Lockport, NY, a former Academy of Finance Chair in Barker, NY, and former speaker/special guest for numerous schools from Niagara County to Monroe County, I now serve my clients and their closest family and friends, full time. Outside of my career, my wife, girls and I enjoy the outdoors and love going to the Adirondacks each summer. In addition to hiking, I look forward to riding my new to me, Can-Am ATV, moving forward.
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Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “...
10/14/2026

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize.

Ready to develop your financial goals? Give my branch a call today.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
10/12/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
10/08/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
10/06/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

10/02/2026

Your credit score is more than just a number. It's one of the foundational building blocks of your financial life.

From qualifying for a mortgage to securing better interest rates, a strong score creates options. And options give you flexibility to pursue the goals that matter most.
The good news is building and maintaining healthy credit is straightforward when you know what drives it. The habits you establish today make borrowing easier and less costly down the road.

If you'd like to talk through how your credit picture fits into your broader financial strategy, let's connect.



Content provided by Edward Jones

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income,...
09/30/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.

09/28/2026

Cybercriminals are getting more sophisticated, and AI is making scams harder to spot. But a few simple habits can help protect your finances:

• Be cautious of unexpected emails, texts or calls.
• Verify requests through a trusted source before responding.
• Use unique passwords and multifactor authentication.
• Pause when a message feels urgent or unusual.
• Keep devices updated and back up important files.

Small steps today can help safeguard your money, identity and long-term financial goals. If you have questions about protecting your financial accounts, I'm here to help.



Content provided by Edward Jones

Strong corporate earnings continued to support stocks, even as interest rates climbed higher. Rather than trying to pred...
09/24/2026

Strong corporate earnings continued to support stocks, even as interest rates climbed higher. Rather than trying to predict exactly where rates go next, consider focusing on diversification, goal alignment and opportunities to build portfolio resilience.

Learn more in our September Monthly Portfolio Brief: https://bit.ly/4iM4nxO

09/22/2026

Market headlines got you worried? Staying focused on what you can control can help you feel more at ease. And one of the ways to do that is by diversifying your investment portfolio.

Diversification can't guarantee profits or prevent losses, but it can help manage risk and smooth out some of the ups and downs that can come with investing. However, diversification isn't one-size-fits-all. The right approach depends on your goals, timeline and comfort with risk.

If you'd like to talk about your portfolio or have questions about navigating today's market environment, I'm here to help.



Content provided by Edward Jones

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfoli...
09/18/2026

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

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14617

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