Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA®

Services Offered

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

About

Lance Baxter is a Certified Financial Planner (CFP®) and financial advisor based in Surprise, Arizona. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement preparation, education savings strategies, and tax-efficient investment management. Lance's approach emphasizes face-to-face conversations to ensure that clients' financial goals are clearly understood and addressed.

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