Edward Jones - Financial Advisor: Julio Stephens, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Julio Stephens is a Certified Financial Planner (CFP®) and financial advisor based in Christiansburg, Virginia. He provides personalized financial planning and investment guidance to clients in the local area. Julio specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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