Edward Jones - Financial Advisor: Anne-Marie Kelley

Services Offered

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

About

Anne-Marie Kelley is a financial advisor based in Holden, Massachusetts, affiliated with Edward Jones. She provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investment strategies. Through face-to-face consultations, Anne-Marie aims to help clients achieve their financial goals and navigate significant life events. Her practice is dedicated to serving individuals and families in the local community.

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