Edward Jones - Financial Advisor: Brendan G Lamont, CFP®|AAMS®

Services Offered

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

About

Brendan Lamont is a Certified Financial Planner (CFP®) and financial advisor based in Newton, Iowa. He provides personalized financial planning and investment guidance to clients in the local area. Brendan specializes in retirement planning, education savings strategies, and tax-efficient investing. He believes in the importance of face-to-face conversations to help clients achieve their financial goals.

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