Edward Jones - Financial Advisor: Valerie Massengill, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Valerie Massengill is a Certified Financial Planner (CFP®) and financial advisor based in Rolesville, North Carolina. She provides personalized financial planning and investment guidance to individuals and families in the local community. Valerie specializes in retirement planning, education savings strategies, and tax-efficient investment management. Through face-to-face consultations, she aims to help clients achieve their financial goals and prepare for significant life events.

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