Edward Jones - Financial Advisor: Shane P Theriot, CFP®

Services Offered

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

About

Shane Theriot is a Certified Financial Planner (CFP®) and financial advisor based in Katy, Texas. He offers a range of financial services including retirement planning, education savings strategies, and tax-efficient investment management. Shane believes in 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 prepare for significant life events.

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