Edward Jones - Financial Advisor: Jim Boltz, AAMS®

Services Offered

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

About

Jim Boltz is a financial advisor based in Manassas, Virginia, affiliated with Edward Jones. He provides a range of financial services including retirement planning, education savings strategies, and tax-smart investing. Jim believes in the importance of face-to-face conversations to understand his clients' financial goals and tailor his advice accordingly. His practice focuses on helping individuals and families navigate their financial journeys effectively.

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