Edward Jones - Financial Advisor: Timothy A Meyer, CFP®|CPWA®|CIMA®

Services Offered

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

About

Timothy A Meyer is a Certified Financial Planner (CFP®) and financial advisor based in Punta Gorda, Florida. He provides personalized financial planning and investment guidance to clients in the local area. Timothy specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to better understand and meet the financial goals of individuals and families.

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