Edward Jones - Financial Advisor: Greg Mills, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Greg Mills is a Certified Financial Planner (CFP®) and financial advisor based in Sarasota, Florida. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Greg emphasizes the importance of face-to-face conversations to understand and meet clients' financial goals. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

Reviews

Location

Business Information