Edward Jones - Financial Advisor: Bill Glascock, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Bill Glascock is a Certified Financial Planner (CFP®) and financial advisor based in Santa Rosa, California. He provides personalized financial planning and investment guidance to clients in the local area. Bill specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to ensure that clients' financial goals are met with tailored strategies.

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