Edward Jones - Financial Advisor: Jeremy Bartels, CFP®|CEPA®|AAMS®|CRPC™

Services Offered

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

About

Jeremy Bartels is a Certified Financial Planner (CFP®) and financial advisor based in Marinette, Wisconsin. He specializes in retirement planning, education savings strategies, and tax-smart investing. As part of Edward Jones, Jeremy provides personalized financial guidance through face-to-face consultations. He focuses on helping individuals and families achieve their financial goals and prepare for significant life events.

Reviews

Location

Business Information