Edward Jones - Financial Advisor: Jim Sproul, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Jim Sproul is a Certified Financial Planner (CFP®) and financial advisor based in Port Charlotte, Florida. He provides personalized financial planning and investment guidance to clients in the local area. Jim specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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