Edward Jones - Financial Advisor: Julie Scheffer, ABFP®|AAMS®

Services Offered

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

About

Julie Scheffer is a financial advisor based in Broomfield, Colorado, affiliated with Edward Jones. She provides personalized investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing. Julie believes in the importance of face-to-face conversations to understand clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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