Edward Jones - Financial Advisor: Steven Shultz Jr

Services Offered

• retirement planning
• education savings
• investment management
• tax-efficient investing

About

Steven Shultz is a financial advisor based in Stuart, Florida, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-smart investing strategies. Steven emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve their financial aspirations through personalized advice.

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