Edward Jones - Financial Advisor: Jeff Rotfeld

Services Offered

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

About

Jeff Rotfeld is a financial advisor based in Waukesha, Wisconsin, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing strategies. Jeff engages in face-to-face consultations to understand his clients' financial goals and develop tailored plans. His practice serves individuals and families looking to build wealth and achieve their financial objectives.

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