Edward Jones - Financial Advisor: Patrick E Caufield

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Patrick Caufield is a financial advisor based in Penfield, New York, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the local community. His services include retirement planning, education savings strategies, and tax-efficient investment management. Patrick focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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