Edward Jones - Financial Advisor: Jeremey W Santee-Malloy, CFP®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Jeremey W Santee-Malloy is a Certified Financial Planner (CFP®) and financial advisor based in Dallas, Oregon. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Jeremey emphasizes the importance of face-to-face conversations to help clients achieve their financial goals. He serves individuals and families looking for personalized financial guidance and investment strategies.

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