Edward Jones - Financial Advisor: Carrie L Titus, CFP®|CRPC™

Services Offered

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

About

Carrie L Titus is a Certified Financial Planner (CFP®) and financial advisor based in Charlevoix, Michigan. She provides financial planning and investment guidance to local clients, focusing on retirement preparation, education savings, and tax-smart investment strategies. As part of Edward Jones, Carrie emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial success.

Reviews

Location

Business Information