Edward Jones - Financial Advisor: Steve Holt, CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Steve Holt is a financial advisor based in Franklin, Tennessee, affiliated with Edward Jones. He offers a range of financial services including retirement planning, education savings strategies, and tax-smart investment management. Steve believes in the importance of face-to-face conversations to understand clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them achieve their long-term objectives.

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