Edward Jones - Financial Advisor: Zac Taylor, CFP®|AAMS®

Services Offered

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

About

Zac Taylor is a Certified Financial Planner (CFP®) and financial advisor based in Trussville, Alabama. He provides personalized financial planning and investment guidance to clients in the local community. Zac specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

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