Edward Jones - Financial Advisor: James B Shank

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax planning

About

James B Shank is a financial advisor based in Moses Lake, Washington, affiliated with Edward Jones. He provides a range of financial services including retirement planning, education savings strategies, and tax-smart investment management. James emphasizes the importance of face-to-face conversations to understand clients' financial goals and tailor strategies accordingly. His practice is dedicated to helping individuals and families achieve financial security and prepare for significant life events.

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