Edward Jones - Financial Advisor: Bart Farrell, CFP®

Services Offered

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

About

Bart Farrell is a Certified Financial Planner (CFP®) and financial advisor based in Morehead City, North Carolina. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. Bart believes in the value of face-to-face conversations to understand his clients' unique financial goals. He serves individuals and families looking to build wealth and achieve financial security.

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