Edward Jones - Financial Advisor: Aaron Kauffman


Categories
Financial Services
Hours:
Monday - Friday 8:00AM - 5:00PM
Saturday - By Appointment Only
Sunday - Closed
Driving Directions:
Located in Suite 118
About Us
As a dedicated Financial Advisor with Edward Jones, I specialize in helping individuals, families, and business owners create financial strategies that align with what matters to them. Whether you're planning for retirement, navigating a life transition, or exploring tax-advantaged investment opportunities, I offer clear, customized advice backed by the resources of a 100+ year old firm with a client-first mission. I not only live in Lancaster County, but am excited to operate within the community that I serve.
Please call 704-654-1041 to set up an appointment and learn more.
Highlights
- Retirement & Income Strategies
- Business Retirement Plans & Successions
- Tax-Efficient Investing
- Wealth Transfer & Estate Considerations
- Education Savings & Family Planning
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