Edward Jones - Financial Advisor: James LeRoy, CFP®|CEPA®|AAMS®|CRPC™

Services Offered

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

About

James LeRoy is a Certified Financial Planner (CFP®) and financial advisor based in Bremerton, Washington. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, James offers personalized financial guidance through face-to-face consultations, ensuring that clients receive tailored advice to meet their specific financial goals. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

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