Edward Jones - Financial Advisor: Donna L Phelps, CEPA®

Services Offered

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

About

Donna L Phelps is a financial advisor based in Waco, Texas, affiliated with Edward Jones. She provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Through face-to-face consultations, Donna aims to help clients achieve their financial goals and build long-term wealth. Her practice serves individuals and families looking for comprehensive financial guidance.

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