Edward Jones - Financial Advisor: Eric Montgomery

Services Offered

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

About

Eric Montgomery is a financial advisor based in York, Nebraska, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investing. Eric emphasizes the importance of face-to-face consultations to understand his clients' unique financial goals. He serves individuals and families looking to build long-term wealth and navigate major life events.

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