Edward Jones - Financial Advisor: Shelly Egli

Services Offered

• Investment guidance
• Financial planning
• Retirement preparation
• Education savings
• Tax-efficient investing

About

Shelly Egli is a financial advisor based in Keizer, Oregon, affiliated with Edward Jones. She provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing strategies. Shelly emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice serves individuals and families looking to build long-term wealth and navigate major financial decisions.

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