Edward Jones - Financial Advisor: Jim Anderson, CFP®

Services Offered

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

About

Jim Anderson is a Certified Financial Planner (CFP®) and financial advisor based in East Aurora, New York. He provides personalized financial planning and investment guidance to clients in the local area. Jim specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to ensure that clients' financial goals are met effectively.

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