Edward Jones - Financial Advisor: Terri Mathies

Services Offered

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

About

Terri Mathies is a financial advisor based in Bedford, Indiana, affiliated with Edward Jones. She provides a range of financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. Terri emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys and achieve long-term success.

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