Edward Jones - Financial Advisor: Bill Petersen Jr, AAMS®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax planning

About

Bill Petersen Jr. is a financial advisor based in Covington, Louisiana, affiliated with Edward Jones. He offers a range of financial services, including retirement planning, education savings strategies, and tax-smart investment management. Bill emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking to build wealth and prepare for future financial milestones.

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