Edward Jones - Financial Advisor: Breanna L Lundy, CFP®

Services Offered

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

About

Breanna Lundy is a Certified Financial Planner (CFP®) and financial advisor based in Greenwich, New York. She provides personalized financial planning and investment guidance to individuals and families in the area. Breanna specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face conversations to help clients achieve their financial goals.

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