Edward Jones - Financial Advisor: Jamie Wolcott Peters

Services Offered

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

About

Jamie Wolcott Peters is a financial advisor based in Big Bear Lake, California, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to clients in the local area. Jamie specializes in retirement planning, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face consultations to understand clients' financial goals and develop tailored strategies to achieve them.

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