Edward Jones - Financial Advisor: James D Mashburn Jr, AFFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

James Mashburn is a financial advisor based in Punta Gorda, Florida, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. James believes in the importance of face-to-face conversations to understand clients' financial goals. He provides personalized financial guidance to individuals and families, helping them navigate their financial journeys.

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