EDWARD JONES INVESTMENTS - Bob Wheatley
Edward Jones Investments with Financial Advisor Bob Wheatley in Bridgewater, VA, provides personalized financial services tailored to meet clients' needs. Specializing in retirement savings, income strategies, wealth management, college savings, and estate planning, they offer comprehensive solutions to achieve financial goals.
With certifications like AAMS™ (Accredited Asset Management Specialist™) and a dedicated team including Tracy Williams as the Branch Office Administrator with FPQP® qualifications, Edward Jones ensures expertise and support in guiding clients towards financial success. Their commitment extends to assisting clients at every stage, from reviewing current strategies to opening accounts and managing major financial events.
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