Edward Jones - Financial Advisor: Lilly K Jordan, CFP®

Services Offered

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

About

Lilly K Jordan is a Certified Financial Planner (CFP®) and financial advisor based in Alamo Heights, Texas. She provides personalized financial planning and investment guidance to clients in the local area. Lilly specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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