Edward Jones - Financial Advisor: Bart S Milton, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Bart S Milton is an AAMS® certified financial advisor based in De Pere, Wisconsin, affiliated with Edward Jones. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. Bart emphasizes the importance of face-to-face conversations to understand clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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