Edward Jones - Financial Advisor: Curtis L Trainer, CEPA®

Services Offered

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

About

Curtis Trainer is a financial advisor based in Kokomo, Indiana, affiliated with Edward Jones. He provides financial planning and investment guidance, focusing on helping clients prepare for retirement, save for education, and make tax-smart investment decisions. Curtis emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to serving individuals and families in the local community, ensuring they have a clear path to achieving their financial aspirations.

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