Edward Jones - Financial Advisor: Jerrad L Shiets

Services Offered

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

About

Jerrad Shiets is a financial advisor based in Oak Harbor, Ohio, affiliated with Edward Jones. He provides comprehensive financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Jerrad emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals. His practice serves individuals and families looking for personalized guidance in managing their investments and planning for future milestones.

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