Edward Jones - Financial Advisor: Sunny Patel, CFA

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The Ducoat Financial Group, with nearly 27 years of experience, specializes in customizing retirement solutions designed to prioritize clients' financial well-being. As independent fiduciaries, they offer tailored strategies in wealth management, tax planning, and corporate retirement planning without allegiance to proprietary products. Dedicated to instilling confidence in clients' financial futures, the firm emphasizes low-risk principal protection techniques and proactive tax strategies. Their expertise ensures clients receive comprehensive financial planning and risk management to help achieve their retirement goals. Generated from the website