Edward Jones - Financial Advisor: Charles Wartsbaugh, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax planning

About

Charles Wartsbaugh is a Certified Financial Planner (CFP®) and financial advisor based in Victoria, Texas. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-smart investing. Charles focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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