Edward Jones - Financial Advisor: James J Gehring, CFP®

Services Offered

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

About

James J Gehring is a Certified Financial Planner (CFP®) and financial advisor based in Watertown, Wisconsin. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. As part of Edward Jones, James emphasizes the importance of face-to-face consultations to understand and meet his clients' financial goals. He serves individuals and families looking to build wealth and secure their financial future.

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