Edward Jones - Financial Advisor: Chad Owens, AAMS®

Services Offered

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

About

Chad Owens is a financial advisor based in Harbor Springs, Michigan, affiliated with Edward Jones. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-efficient investment strategies. Chad emphasizes the importance of face-to-face consultations to understand his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information