Edward Jones - Financial Advisor: Jim Rowan II, AAMS®

Services Offered

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

About

Jim Rowan II is a financial advisor based in Moncks Corner, South Carolina, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on helping clients prepare for retirement and save for education. Jim emphasizes the importance of face-to-face conversations to understand clients' financial goals and develop tailored strategies. His practice aims to assist individuals and families in becoming tax-smart investors and achieving long-term financial success.

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