Edward Jones - Financial Advisor: Jana L Shepard, CFP®

Services Offered

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

About

Jana L Shepard is a Certified Financial Planner (CFP®) and financial advisor based in St Charles, Missouri. She provides personalized financial planning and investment guidance to clients in the local area. Jana specializes in retirement preparation, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face consultations to understand each client's unique financial goals and help them achieve long-term financial success.

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