Edward Jones - Financial Advisor: Charlie Plunkett, CFP®

Services Offered

• Retirement Planning
• Education Savings Strategies
• Investment Management

About

Charlie Plunkett is a Certified Financial Planner (CFP®) based in Columbia, Tennessee, providing personalized financial guidance to clients in the area. He specializes in retirement planning, education savings strategies, and investment management. As part of Edward Jones, Charlie offers a personal approach to investing, ensuring that clients receive tailored advice to meet their financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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