Edward Jones - Financial Advisor: Greg Rollo, CFP®

Services Offered

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

About

Greg Rollo is a Certified Financial Planner (CFP®) and financial advisor based in Leander, Texas. He provides comprehensive financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Greg is dedicated to helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

Reviews

Location

Business Information