Edward Jones - Financial Advisor: Steve Smith, CFP®

Services Offered

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

About

Steve Smith is a Certified Financial Planner (CFP®) and financial advisor based in Lake City, Florida. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investing. As part of Edward Jones, Steve emphasizes 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 achieve their financial aspirations.

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