Edward Jones - Financial Advisor: Teresa A Carroll, CFP®|AAMS®|CRPC™

Services Offered

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

About

Teresa A Carroll is a Certified Financial Planner (CFP®) and financial advisor based in Bolivia, North Carolina. She provides personalized financial planning and investment guidance to clients in the local area. Teresa specializes in retirement preparation, education savings strategies, and tax-efficient investing. As part of Edward Jones, she emphasizes the importance of face-to-face conversations to help clients achieve their financial goals.

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