Edward Jones - Financial Advisor: Jim Kelleher, CFP®

Services Offered

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

About

Jim Kelleher is a Certified Financial Planner (CFP®) based in Woodbury Heights, New Jersey, providing financial planning and investment guidance to local clients. He specializes in preparing individuals for retirement, saving for education, and implementing tax-smart investment strategies. As part of Edward Jones, Jim emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is focused on helping families and individuals achieve long-term financial success.

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