Edward Jones - Financial Advisor: Jim Haack, AAMS®

Services Offered

• Retirement Planning
• Education Savings Strategies
• Tax-Efficient Investment Management

About

Jim Haack is a financial advisor based in San Luis Obispo, California, affiliated with Edward Jones. He provides a range of financial services including retirement planning, education savings strategies, and tax-efficient investment management. Jim emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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