Edward Jones - Financial Advisor: James M Kelly, CFP®

Services Offered

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

About

James M Kelly is a Certified Financial Planner (CFP®) and financial advisor based in Upper Montclair, New Jersey. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. James focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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