Edward Jones - Financial Advisor: Colby A Bertrand, CFP®

Services Offered

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

About

Colby A Bertrand is a Certified Financial Planner (CFP®) and financial advisor based in Salina, Kansas. He provides personalized financial planning and investment guidance to clients in the local community. Colby specializes in retirement planning, education savings strategies, and tax-efficient investing. He believes in the importance of face-to-face conversations to understand and meet the financial goals of individuals and families.

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