Edward Jones - Financial Advisor: Rick Smith, CFP®|AAMS®

Services Offered

• retirement planning
• education savings
• investment management
• tax planning

About

Rick Smith is a Certified Financial Planner (CFP®) and financial advisor based in Port Ludlow, Washington. He provides personalized financial planning and investment guidance to clients in the local area. Rick specializes in retirement preparation, education savings strategies, and tax-smart investing. Through face-to-face consultations, he helps individuals and families achieve their financial goals and build long-term wealth.

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