Edward Jones - Financial Advisor: Erik W Roe, CFP®

Services Offered

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

About

Erik Roe is a Certified Financial Planner (CFP®) and financial advisor based in Lafayette, Indiana. He provides a range of financial planning services including retirement preparation, education savings strategies, and tax-smart investment guidance. Erik believes in the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking to build wealth and secure their financial future.

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