Edward Jones - Financial Advisor: Richard D Paul II, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Richard Paul II is a Certified Financial Planner (CFP®) and financial advisor based in Jacksonville, Florida. He provides personalized financial planning and investment guidance to clients in the local area. Richard specializes in retirement planning, education savings strategies, and tax-efficient investment management. He believes in the importance of face-to-face conversations to understand and meet the financial goals of individuals and families.

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