Edward Jones - Financial Advisor: Alicia T Allen, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Alicia T Allen is a Certified Financial Planner (CFP®) and financial advisor based in South Jordan, Utah. She provides personalized financial planning and investment guidance to clients in the area. Alicia specializes in retirement preparation, education savings, and tax-smart investing strategies. Her approach emphasizes face-to-face consultations to align financial goals with actionable plans.

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