Edward Jones - Financial Advisor: Meagan M Wakefield, AAMS®

Services Offered

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

About

Meagan Wakefield is a financial advisor based in San Francisco, California, affiliated with Edward Jones. She provides a range of financial services including retirement planning, education savings strategies, and tax-efficient investing. Meagan emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial security and navigate significant life events.

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