Edward Jones - Financial Advisor: Jim Engelman Jr

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax-efficient investing

About

Jim Engelman is a financial advisor based in Marion, North Carolina, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Jim focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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