Edward Jones - Financial Advisor: Jim Kelly

Services Offered

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

About

Jim Kelly is a financial advisor based in Sun City Center, Florida, with Edward Jones. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Jim believes in the importance of face-to-face conversations to understand clients' financial goals. His practice serves individuals and families looking to build long-term wealth and achieve financial security.

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