Edward Jones - Financial Advisor: Theo Williamson, CFP®|CEPA®|AAMS®

Services Offered

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

About

Theo Williamson is a Certified Financial Planner (CFP®) and financial advisor based in Henderson, Kentucky. He provides investment guidance and financial planning services to individuals and families in the local area. His expertise includes retirement preparation, education savings strategies, and tax-efficient investing. Theo emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals.

Reviews

Location

Business Information