Edward Jones - Financial Advisor: Chad E Plontz

Services Offered

• retirement planning
• education savings strategies
• investment management

About

Chad Plontz is a financial advisor based in Bowling Green, Ohio, affiliated with Edward Jones. He offers a range of services including retirement planning, education savings strategies, and investment management. Chad believes in the importance of face-to-face conversations to understand and meet clients' financial goals. His practice focuses on helping individuals and families navigate their financial journeys effectively.

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