Edward Jones-Financial Advisor: Stephen Coffey

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Your goals and experiences are unique, which is why I’ll work with you to build a personalized plan that puts your most important goals front and center. Together, we can gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, I can help analyze your investments and prioritize your needs, wants, and aspirations.

Wells Fargo Advisors in Annapolis, MD, is a financial services firm offering a range of investment and insurance products through its team of experienced financial advisors. The branch is home to several specialized groups, including the Barkman Financial Strategies Group and the Cusack-Gilligan Wealth Management Group, among others. As a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, the firm emphasizes the importance of investment risks and the potential for loss of principal. Their services are designed for U.S. residents, and they adhere to strict privacy and security policies to protect client information. Generated from the website