Edward Jones - Financial Advisor: Devon J Roehrich, CFP®|ABFP®

Services Offered

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

About

Devon J Roehrich is a Certified Financial Planner (CFP®) based in Minnetonka, Minnesota, providing personalized financial advice through Edward Jones. He specializes in retirement planning, education savings, and tax-smart investment strategies. Devon emphasizes the importance of face-to-face conversations to understand his clients' financial goals and tailor his services accordingly. He serves individuals and families looking to build wealth and secure their financial future.

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