Edward Jones - Financial Advisor: Bob Wheatley, AAMS®

Services Offered

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

About

Bob Wheatley is a financial advisor based in Bridgewater, Virginia, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-smart investing. Bob believes in the importance of face-to-face conversations to understand clients' financial goals. He provides personalized financial guidance to individuals and families looking to build wealth and secure their financial future.

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