Edward Jones - Financial Advisor: Joel Shepherd, CFP®

Services Offered

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

About

Joel Shepherd is a Certified Financial Planner (CFP®) and financial advisor based in Jeffersontown, Kentucky. He provides personalized financial planning and investment guidance to clients in the local area. Joel specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to help clients achieve their financial goals and prepare for significant life events.

Reviews

Location

Business Information