Edward Jones - Financial Advisor: Josh Sweeley, CFP®|AAMS®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Josh Sweeley is a Certified Financial Planner (CFP®) and financial advisor based in Winterville, North Carolina. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Josh is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

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