Edward Jones - Financial Advisor: Jeff Puetz

Services Offered

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

About

Jeff Puetz is a financial advisor based in Peru, Illinois, affiliated with Edward Jones. He provides financial planning and investment guidance, focusing on helping clients prepare for retirement, save for education, and become tax-smart investors. Jeff emphasizes the importance of face-to-face conversations to understand clients' financial goals. His practice serves individuals and families looking for personalized financial strategies and support.

Reviews

Location

Business Information