Edward Jones - Financial Advisor: Codie L Van Treese

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Codie Van Treese is a financial advisor based in Alamosa, Colorado, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-smart investing. Codie emphasizes the importance of face-to-face conversations to understand clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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