Edward Jones - Financial Advisor: Joshua Penfield

Services Offered

• Retirement planning
• Education savings
• Tax-efficient investing

About

Joshua Penfield is a financial advisor based in Westbrook, Connecticut, affiliated with Edward Jones. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Joshua emphasizes the importance of face-to-face conversations to understand clients' financial goals and tailor his advice accordingly. His practice serves individuals and families looking to build long-term wealth and achieve financial stability.

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