Edward Jones - Financial Advisor: Patty Perez

Services Offered

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

About

Patty Perez is a financial advisor based in Bainbridge Island, Washington, affiliated with Edward Jones. She provides financial planning and investment guidance, focusing on helping clients prepare for retirement, save for education, and implement tax-smart investment strategies. Patty emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice serves individuals and families looking to build long-term wealth and navigate significant financial decisions.

Reviews

Location

Business Information