Edward Jones - Financial Advisor: Raymond Romero III, CFP®|AAMS®

Services Offered

• retirement planning
• education savings strategies
• investment management

About

Raymond Romero III is a Certified Financial Planner (CFP®) and financial advisor based in New Iberia, Louisiana. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Raymond focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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