Edward Jones - Financial Advisor: Jackie Lee, CFP®

Services Offered

• Retirement planning
• Investment guidance
• Education savings strategies
• Insurance needs assessment

About

Jackie Lee is a Certified Financial Planner (CFP®) and financial advisor based in Round Rock, Texas. She offers personalized financial planning and investment guidance to clients in the local community. Services include retirement planning, education savings strategies, and insurance needs assessment. Jackie focuses on helping individuals and families achieve their financial goals through tailored investment strategies and ongoing support.

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