Edward Jones - Financial Advisor: Cassandra L Whitmer, AWMA®

Services Offered

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

About

Cassandra L Whitmer is a financial advisor based in Erie, Pennsylvania, affiliated with Edward Jones. She provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Cassandra emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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