Edward Jones - Financial Advisor: Lucas Coffey, CFP®|ChFC®|ABFP®|AAMS®|CRPC™

Services Offered

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

About

Lucas Coffey is a financial advisor based in College Station, Texas, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As a Certified Financial Planner (CFP®) and holder of multiple financial designations, Lucas provides personalized financial guidance through face-to-face consultations. His practice focuses on helping individuals and families achieve their financial goals and prepare for significant life events.

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