Edward Jones - Financial Advisor: Julie Wankel, ChFC®

Services Offered

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

About

Julie Wankel is a Chartered Financial Consultant (ChFC®) and financial advisor based in Petersburg, Illinois. She provides personalized financial planning and investment guidance to clients in the local area. Julie specializes in retirement preparation, education savings, and tax-smart investing strategies. Her approach emphasizes face-to-face conversations to understand and meet her clients' financial goals.

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