Edward Jones - Financial Advisor: Allen Cordy, CFP®|ChFC®|RICP®|AAMS®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Allen Cordy is a Certified Financial Planner (CFP®) and financial advisor based in Palo Cedro, California. He provides personalized financial planning and investment guidance to clients in the local area. Allen specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face conversations to align financial strategies with clients' goals.

Reviews

Location

Business Information