Edward Jones - Financial Advisor: Charlie E Santos, CEPA®|AAMS®|CRPC™

Services Offered

• Retirement Planning
• Education Savings Strategies
• Tax-Efficient Investment Management

About

Charlie E Santos is a financial advisor based in Babylon, New York, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Charlie focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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