Edward Jones - Financial Advisor: Joe Schaefer, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Joe Schaefer is a Certified Financial Planner (CFP®) and financial advisor based in Warwick, New York. He provides personalized financial planning and investment guidance to clients in the local area. Joe specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to help clients achieve their financial goals and prepare for major life events.

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