Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™

Services Offered

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

About

Lucy McGuire is a Certified Financial Planner (CFP®) and financial advisor based in Saratoga, California. She offers a range of services including retirement planning, education savings strategies, and tax-efficient investment management. Lucy believes in the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking to build long-term wealth and prepare for significant life events.

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