Edward Jones - Financial Advisor: Greg Baumgardt, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Greg Baumgardt is a Certified Financial Planner (CFP®) and financial advisor based in Milwaukee, Wisconsin. He provides investment guidance and financial planning services, focusing on retirement preparation and education savings strategies. As part of Edward Jones, Greg emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking to build wealth and make informed financial decisions.

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