Edward Jones - Financial Advisor: Joseph A Parlavecchio, CFP®|CFA®

Services Offered

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

About

Joseph Parlavecchio is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) based in Milton, Massachusetts. He provides financial planning and investment guidance to clients in the local area. Joseph specializes in retirement planning, education savings strategies, and tax-efficient investment management. He believes in the importance of face-to-face conversations to understand clients' financial goals and help them achieve long-term success.

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