Edward Jones - Financial Advisor: Trey Cox, ChFC®|CEPA®|AAMS®

Services Offered

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

About

Trey Cox is a financial advisor based in Lago Vista, Texas, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Trey believes in the importance of face-to-face conversations to understand clients' financial goals. He provides personalized guidance to individuals and families, helping them navigate their financial journeys effectively.

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