Edward Jones - Financial Advisor: James Beard, CFP®|CPWA®

Services Offered

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

About

James Beard is a Certified Financial Planner (CFP®) and financial advisor based in Evansville, Indiana. He specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, James emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them achieve long-term financial success.

Reviews

Location

Business Information