Edward Jones - Financial Advisor: Jim Perry, CFP®

Services Offered

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

About

Jim Perry is a Certified Financial Planner (CFP®) and financial advisor based in Cape Coral, Florida. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Jim provides personalized financial guidance through face-to-face consultations, ensuring that clients' financial goals are met with tailored strategies. His practice focuses on helping individuals and families build long-term wealth and prepare for significant life milestones.

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