Edward Jones - Financial Advisor: Bradley D Borgen, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Bradley Borgen is a Certified Financial Planner (CFP®) and financial advisor based in Greenville, Wisconsin. He provides a range of financial services including retirement planning, education savings strategies, and tax-smart investment guidance. At Edward Jones, he emphasizes the importance of personal interactions to understand clients' financial goals. His practice is dedicated to helping individuals and families achieve their financial objectives through tailored advice and planning.

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