Edward Jones - Financial Advisor: Pete McDonald

Services Offered

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

About

Pete McDonald is a financial advisor based in Rocklin, California, affiliated with Edward Jones. He provides a range of financial planning services, including retirement preparation, education savings strategies, and tax-smart investing. By emphasizing face-to-face conversations, Pete aims to understand his clients' financial goals and tailor his advice accordingly. His practice is dedicated to helping individuals and families achieve their financial objectives through personalized guidance.

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