Edward Jones - Financial Advisor: Jake Santel, CFP®

Services Offered

• retirement planning
• education savings
• investment management
• insurance needs

About

Jake Santel is a Certified Financial Planner (CFP®) based in Milford, Ohio, providing personalized financial planning and investment guidance. He specializes in retirement planning, education savings, and insurance needs, leveraging the extensive resources of Edward Jones. With a network of 18,000 financial advisors, Jake is dedicated to helping clients achieve their financial goals through tailored strategies. His practice focuses on serving individuals and families in the local community, ensuring they have the support needed for their financial journeys.

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