Edward Jones - Financial Advisor: Jack D Lonergan, CFP®|CRPS™

Services Offered

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

About

Jack Lonergan is a Certified Financial Planner (CFP®) and financial advisor based in Glen Allen, Virginia. He provides personalized financial planning and investment guidance to clients in the local area. Jack specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to understand clients' financial goals and develop tailored strategies to achieve them.

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