Edward Jones - Financial Advisor: Robert D Schulman, AAMS®

Services Offered

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

About

Robert Schulman is a financial advisor based in Novato, California, with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-smart investing strategies. Robert emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking to build long-term wealth and navigate their financial futures effectively.

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