Edward Jones - Financial Advisor: Aaron Shepherd, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Aaron Shepherd is a Certified Financial Planner (CFP®) based in Bothell, Washington, providing financial planning and investment guidance to local clients. He specializes in retirement preparation, education savings strategies, and tax-smart investing. As part of Edward Jones, Aaron emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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