Edward Jones - Financial Advisor: Trevor Nielsen, ChFC®

Services Offered

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

About

Trevor Nielsen is a Chartered Financial Consultant (ChFC®) and financial advisor based in Sturbridge, Massachusetts. He provides financial planning and investment guidance to clients in the local area. Trevor specializes in retirement preparation, education savings, and tax-smart investing strategies. His approach emphasizes face-to-face conversations to better understand and meet the financial goals of individuals and families.

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