Edward Jones - Financial Advisor: Claudia F Rodriguez, AAMS®|CRPS®

Traverse Tax & Accounting, in Traverse City, Michigan, is an accounting, tax firm that merges comfortable, personal service with the advantages of leading-edge technology

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

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.