Edward Jones - Financial Advisor: Sam Wells

Services Offered

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

About

Sam Wells is a financial advisor based in Walla Walla, Washington, affiliated with Edward Jones. He provides a range of financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. Sam emphasizes the importance of face-to-face consultations to understand and meet his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information