Edward Jones - Financial Advisor: Robert Woodard, CFP®|AAMS®

Services Offered

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

About

Robert Woodard is a Certified Financial Planner (CFP®) and financial advisor based in Lake City, Florida. He provides personalized financial planning and investment guidance to clients in the local area. Robert specializes in retirement planning, education savings strategies, and tax-efficient investment management. He believes in the importance of face-to-face conversations to understand clients' financial goals and help them achieve long-term success.

Reviews

Location

Business Information