Edward Jones - Financial Advisor: Jay D Wallace Jr, CFP®|AAMS®

Services Offered

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

About

Jay D Wallace Jr is a Certified Financial Planner (CFP®) and financial advisor based in Muskegon, Michigan. 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. Jay focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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