Edward Jones - Financial Advisor: Jacob A Burke, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings
• Tax-efficient investing

About

Jacob A Burke is a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) based in Fredericksburg, Virginia. He provides financial planning and investment guidance to clients in the local area, focusing on retirement preparation, education savings, and tax-efficient investing. Jacob emphasizes the importance of face-to-face conversations to understand his clients' financial goals and tailor strategies accordingly. His practice serves individuals and families looking for personalized financial advice to achieve their long-term objectives.

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