Edward Jones - Financial Advisor: Judith Wagner, CEA®|MFA-P™
Judith Wagner is a financial advisor at Edward Jones offering retirement savings strategies, estate and legacy strategies, and wealth protection strategies. The office provides web conferencing and phone-based services during standard business hours.
- Emphasis on tax & financial planning
- Remote / virtual meetings
- Caregivers speak French
Strong fit for tax & financial planning.
Judith Wagner is a financial advisor at Edward Jones offering retirement savings strategies, estate and legacy strategies, and wealth protection strategies. The office provides web conferencing and phone-based services during standard business hours.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Lloydminster families.
Lloydminster, AB
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