Edward Jones - Financial Advisor: Rich Filippi, AAMS®

Services Offered

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

About

Rich Filippi is an AAMS® certified financial advisor based in Lynn Haven, Florida. He specializes in providing investment guidance and financial planning services tailored to individual needs. Rich focuses on helping clients prepare for retirement, save for education, and implement tax-smart investment strategies. His practice is dedicated to fostering personal relationships through face-to-face consultations, ensuring that clients receive customized advice that aligns with their financial goals.

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