Edward Jones - Financial Advisor: Bethany L Altis, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Bethany L Altis is a Certified Financial Planner (CFP®) and financial advisor based in Ballwin, Missouri. She provides financial planning and investment guidance to clients in the local area. Her services include retirement planning, education savings strategies, and tax-efficient investment management. Bethany is dedicated to helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

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