Edward Jones - Financial Advisor: Lucas M Ladd, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Lucas M Ladd is a Certified Financial Planner (CFP®) and financial advisor based in Auburn, Washington. He provides financial planning and investment guidance to clients in the local area. Lucas specializes in retirement planning, education savings strategies, and tax-efficient investing. He believes in the importance of face-to-face conversations to understand and meet the unique financial goals of individuals and families.

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