Edward Jones - Financial Advisor: Charlotte B Willis, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Charlotte B Willis is a financial advisor based in Port Allen, Louisiana, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to clients in the local community. Her services include retirement planning, education savings strategies, and tax-efficient investment management. Charlotte focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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