Edward Jones - Financial Advisor: Brad Pomeroy, CFP®

Services Offered

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

About

Brad Pomeroy is a Certified Financial Planner (CFP®) and financial advisor based in Raleigh, North Carolina. He specializes in retirement planning, education savings strategies, and tax-smart investing. At Edward Jones, Brad emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

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