Edward Jones - Financial Advisor: Trevor Shields, CFP®

Services Offered

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

About

Trevor Shields is a Certified Financial Planner (CFP®) and financial advisor based in Nappanee, Indiana. He provides personalized financial planning and investment guidance to clients in the local area. Trevor specializes in preparing clients for retirement, saving for education, and implementing tax-smart investment strategies. His approach emphasizes the importance of face-to-face conversations to understand each client's unique financial goals.

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