Edward Jones - Financial Advisor: Brian D Lundberg, AAMS®

Services Offered

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

About

Brian Lundberg is a financial advisor based in San Marcos, California, affiliated with Edward Jones. He provides investment guidance and financial planning services to individuals and families in the local area. His expertise includes retirement preparation, education savings strategies, and tax-smart investing. Brian emphasizes the importance of face-to-face conversations to understand his clients' financial goals and tailor his advice accordingly.

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