Edward Jones - Financial Advisor: Lucy E Walther

Services Offered

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

About

Lucy E Walther is a financial advisor based in Newport Beach, California, affiliated with Edward Jones. She provides financial planning and investment guidance to clients, focusing on retirement preparation, education savings, and tax-smart investing strategies. Lucy emphasizes the importance of face-to-face consultations to understand clients' financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial success.

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