Edward Jones - Financial Advisor: Lacy Phelps, CFP®|CEPA®|CRPC™

Services Offered

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

About

Lacy Phelps is a Certified Financial Planner (CFP®) and financial advisor based in Frenchtown, New Jersey. She provides a range of financial services including retirement planning, education savings strategies, and investment management. Lacy emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families make informed financial decisions and achieve their long-term objectives.

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