Edward Jones - Financial Advisor: Josh Myer, CFP®

Services Offered

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

About

Josh Myer is a Certified Financial Planner (CFP®) and financial advisor based in El Dorado Hills, California. He specializes in retirement planning, education savings strategies, and tax-smart investing. At Edward Jones, Josh emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them achieve their long-term objectives.

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