Edward Jones - Financial Advisor: Ben Peterson, CFP®

Services Offered

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

About

Ben Peterson is a Certified Financial Planner (CFP®) and financial advisor based in Wausau, Wisconsin. He provides investment guidance and financial planning services to individuals and families in the local area. His expertise includes retirement preparation, education savings strategies, and tax-smart investing. Ben emphasizes the importance of face-to-face conversations to understand each client's unique financial goals.

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