Edward Jones - Financial Advisor: William Westfall, CFP®|ChFC®|AAMS®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

William Westfall is a Certified Financial Planner (CFP®) and financial advisor based in Meridian, Idaho. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. William is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

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