Edward Jones - Financial Advisor: Joel Wilson, CFP®

Services Offered

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

About

Joel Wilson is a Certified Financial Planner (CFP®) and financial advisor based in Lee's Summit, Missouri. He provides personalized financial planning and investment guidance to clients in the local area. Joel specializes in retirement preparation, education savings, and tax-smart investing strategies. His approach emphasizes face-to-face conversations to align financial goals with actionable plans.

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