Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS®

Services Offered

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

About

Pat Phelan is a Certified Financial Planner (CFP®) and financial advisor based in Chapel Hill, North Carolina. He provides personalized financial planning and investment guidance to clients in the local area. Pat specializes in retirement planning, education savings strategies, and tax-efficient investing. He is committed to helping individuals and families achieve their financial goals through face-to-face consultations.

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