Edward Jones - Financial Advisor: Sam Meier, CFP®

Services Offered

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

About

Sam Meier is a Certified Financial Planner (CFP®) and financial advisor based in Rock Falls, Illinois. He provides personalized financial planning and investment guidance to clients in the local area. Sam specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

Reviews

Location

Business Information