Edward Jones - Financial Advisor: Robert A Sacchetti, CFP®

Services Offered

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

About

Robert Sacchetti is a Certified Financial Planner (CFP®) and financial advisor based in Needham, Massachusetts. He specializes in retirement planning, education savings strategies, and tax-smart investing. At Edward Jones, Robert emphasizes the importance of face-to-face conversations to understand clients' financial goals. He serves individuals and families, providing personalized guidance to help them achieve their financial objectives.

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