Edward Jones - Financial Advisor: Jeff Weeast Sr, CFP®|AAMS®

Services Offered

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

About

Jeff Weeast Sr is a Certified Financial Planner (CFP®) and financial advisor based in Santa Fe, New Mexico. He provides investment guidance and financial planning services to individuals and families in the area. Jeff specializes in retirement preparation, education savings, and tax-smart investing strategies. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of his clients.

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