Edward Jones - Financial Advisor: Craig R Geddes, CFP®|ChFC®|CPWA®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investing

About

Craig R Geddes is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Private Wealth Advisor (CPWA®) based in Needham, Massachusetts. He provides personalized financial planning and investment guidance to clients in the local area. Craig specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face conversations to understand and align with clients' financial goals.

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