Edward Jones - Financial Advisor: Brian Ross, CFP®|AAMS®|CRPC™

Services Offered

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

About

Brian Ross is a Certified Financial Planner (CFP®) and financial advisor based in Lee's Summit, Missouri. He provides personalized financial planning and investment guidance to clients in the local area. Brian specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face conversations to help clients achieve their financial goals and prepare for significant life events.

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