Edward Jones - Financial Advisor: Cassandra R Moreno, CFP®|AAMS®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Cassandra R Moreno is a Certified Financial Planner (CFP®) and financial advisor based in McAllen, Texas. She provides personalized financial planning and investment guidance to clients in the local area. Her services include retirement planning, education savings strategies, and tax-efficient investment management. Cassandra is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

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