Edward Jones - Financial Advisor: Caiti Parr

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Caiti Parr is a financial advisor based in Bartlesville, Oklahoma, affiliated with Edward Jones. She provides financial planning and investment guidance to local clients, focusing on helping them prepare for retirement and save for education. Caiti emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice is dedicated to assisting individuals and families in making informed, tax-smart investment decisions.

Reviews

Location

Business Information