Edward Jones - Financial Advisor: Jamie Welch, CFP®|WMCP®

Services Offered

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

About

Jamie Welch is a Certified Financial Planner (CFP®) and financial advisor based in Sumter, South Carolina. At Edward Jones, he provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Jamie focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

Reviews

Location

Business Information