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Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®
Professional financial guidance in Garland from CFP®, CEPA®, AAMS® advisor Brian D Shepherd.
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Business
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Est. 1922
Professional financial guidance in Garland from CFP®, CEPA®, AAMS® advisor Brian D Shepherd.
No reviews yet
Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS® provides professional financial guidance and advisory services in Garland, Texas. Located at 401 W Centerville Rd Suite 4, this office offers personalized planning and investment support from a certified professional, helping clients pursue their financial goals with trusted guidance.
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Custom strategies for retirement savings, income planning, and Social Security optimization.
Personalized portfolio management and asset allocation based on your financial goals.
Guidance on wills, trusts, and legacy planning to protect and transfer wealth.
Specialized advice for business owners on succession and exit strategies using CEPA® expertise.
Workshops and one-on-one sessions to improve financial literacy and decision-making.
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