Edward Jones - Financial Advisor: Jim Caulfield, CFP®|AAMS®

Services Offered

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

About

Jim Caulfield is a Certified Financial Planner (CFP®) and financial advisor based in Northfield, New Jersey. 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 investing. He believes in the importance of face-to-face conversations to help clients achieve their financial goals.

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