Edward Jones - Financial Advisor: Eric S Thomson, CFP®|AAMS®

Services Offered

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

About

Eric Thomson is a Certified Financial Planner (CFP®) and financial advisor based in Burlington, Wisconsin. He provides personalized financial planning and investment guidance to clients in the local area. Eric specializes in preparing clients for retirement, saving for education, and implementing tax-smart investment strategies. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

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