Edward Jones - Lauren Lattig, CFP®
Categories
Financial & Financial AdvisorsDowntown District
- 102 E Moore Ave Suite 100 Terrell TX 75160
- (972) 563-3264
- (877) 390-4811
- https://www.edwardjones.com/us-en
Hours:
Monday-Thursday 8:30am-4:30pm, Friday 8:30am-3pm
Driving Directions:
Historic Downtown Terrell. Corner of Moore Ave. and Catherine St.
About Us
We help clients manage their assets and reach long-term financial goals. Whether someone is planning for retirement, saving for college, starting a business, or looking to preserve wealth, I provide personalized guidance every step of the way.
As a Certified Financial Planner®, I bring extensive knowledge in personal finance, taxes, budgeting, and investing. My areas of specialization include:
Estate planning
Asset allocation
Education funding strategies
Retirement planning
I create customized comprehensive financial plans based on each client’s unique needs and goals, helping them feel confident and informed about their financial future.
Emails: lauren.lattig@edwardjones.com or kristi.everitt@edwardjones.com
Highlights
- Comprehensive Financial Planning
- Retirement Planning
- Education Planning
- Inheritance
- Veterans
Images
Rep/Contact Info
Ms. Lauren Lattig, CFP®
Financial Advisor
- Phone: (972) 563-3264
- Fax: (877) 390-4811
- Send an Email
- 102 E Moore Ave Suite 100 Terrell TX 75160