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  • Edward Jones - Financial Advisor: Aaron Kauffman

    Edward Jones - Financial Advisor: Aaron Kauffman

    Categories

    Financial Services

    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

    Images

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    Rep/Contact Info

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