“If you change the way you look at things, the things you look at change.” Wayne Dyer

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Edward Jones, Peggy A. Klein, CFP, Financial Advisor

Edward Jones, Peggy A. Klein, CFP, Financial Advisor

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, I'm here for you.

I began my career at Edward Jones in 1988, and have had the privilege of helping generations of families achieve their personal financial goals.

It's my pleasure to figure out how we're going to help reach your goals by keeping you on track. I want to understand what you're working toward before you invest your money. I also need to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.

For over 30 years, I've been working with people who want to retire and who are willing to set goals and work with me to reach them. If you're looking to partner with a financial advisor to help you reach your retirement and other lifelong financial goals, please call my office for an appointment. I'm willing to put in the time, if you are, too.

Primary Representative
Peggy Klein - Financial Advisor
Phone
(520) 797-3812
Address
9000 N. Oracle Road
Address 2
Suite 200
City
Oro Valley
State
AZ
ZIP Code
85704

 

 

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