Edward Jones - Financial Advisor: Peter Smart, CFP®

Services Offered

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

About

Peter Smart is a Certified Financial Planner (CFP®) based in Everett, Washington, providing financial planning and investment guidance to local clients. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, Peter emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families build long-term wealth and prepare for significant life milestones.

Reviews

Location

Business Information