Edward Jones - Financial Advisor: Jason Berry, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

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

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