Edward Jones - Financial Advisor: Steve Jackson, CEPA®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Steve Jackson is a financial advisor based in Lexington, North Carolina, affiliated with Edward Jones. He provides a range of financial planning services including retirement preparation, education savings plans, and tax-efficient investment strategies. Steve emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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