Edward Jones - Financial Advisor: Steve Harris, CFP®

Services Offered

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

About

Steve Harris is a Certified Financial Planner (CFP®) and financial advisor based in New Palestine, Indiana. He provides personalized financial planning and investment guidance to clients in the local community. Steve specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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