Edward Jones - Financial Advisor: Eric Halverson, CFP®

Services Offered

• Retirement Planning
• Investment Management
• Education Savings Strategies
• Tax-Efficient Investing

About

Eric Halverson is a Certified Financial Planner (CFP®) and financial advisor based in Caledonia, Minnesota. He provides personalized financial planning and investment guidance to clients in the local area. Eric specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes the importance of face-to-face conversations to understand clients' financial goals and help them achieve long-term success.

Reviews

Location

Business Information