Edward Jones - Financial Advisor: Jeremy Penrod, CFP®|ChFC®|AAMS®

Services Offered

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

About

Jeremy Penrod is a Certified Financial Planner (CFP®) and financial advisor based in Bluffton, Indiana. He provides personalized financial planning and investment guidance to clients in the local area. Jeremy specializes in retirement preparation, education savings strategies, and tax-smart investing. He emphasizes the importance of face-to-face conversations to understand and meet the financial goals of individuals and families.

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