Anthony P Lucia, AGT - Edward Jones

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.

Located in the vibrant city of Portland, OR, Edward Jones Investments stands as a trusted financial services firm catering to individuals, families, and small businesses seeking expert guidance in achieving their financial aspirations. Specializing in personalized solutions, the firm excels in investment management, retirement planning, estate planning, and education savings programs, ensuring each client receives tailored strategies to meet their unique needs. With a widespread network of dedicated financial advisors, Edward Jones fosters deep-rooted advisor-client connections, offering not just financial advice but also unwavering support as clients navigate life's different phases. By prioritizing individualized care and bespoke approaches over generic transactions, the firm demystifies financial planning, making it accessible and comprehensible to investors from all walks of life. Generated using this brand's available information

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