Edward Jones - Financial Advisor: Jacob Echols, CFP®|CPWA®|CAP®|CFA®

Services Offered

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

About

Jacob Echols is a Certified Financial Planner (CFP®) and financial advisor based in Yuma, Arizona. He provides personalized financial planning and investment guidance to clients in the local area. Jacob specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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