Edward Jones - Financial Advisor: Carol Otters

Services Offered

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

About

Carol Otters is a financial advisor based in Lakewood, California, affiliated with Edward Jones. She provides investment guidance and financial planning services, focusing on helping clients prepare for retirement and save for education. Carol emphasizes the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking for personalized financial strategies and tax-smart investment options.

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