Edward Jones - Financial Advisor: Caleb Stapp

Edward Jones - Financial Advisor: Caleb Stapp Retired? Or will be within a few years? Then its time you answer these three questions:

1. Am I going to run out of money in retirement?
2. WHAT TO EXPECT
1.

How do I lower my lifetime tax bill?
3. Are my investments the right kind to keep me happily retired AND leave the legacy I want? We have a simple no-cost process to help each potential client make an educated and informed decision about working with us. You'll call us or send us a message to schedule your 15-minute Discovery Call.

2. In our Discovery Call, we get acquainted briefly to make sure

we're a good match to spend more time together. You wouldn't go to a urologist for heart surgery. If we're not a good fit we will cheerfully introduce you to an advisor that's a better option for you.

3. 1st Appointment: We start with what's most important to you. We document your expectations and concerns while gathering all the information needed to complete a full review of your unique situation.

4. Our In-Depth Analysis: Using years of experience and....

See the rest of our process and contact us at www.edwardjones.com/caleb-stapp.
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Address

303 N Park Street
Chewelah, WA
99109

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 1pm

Telephone

+15099354060

Website

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