Edward Jones - Financial Advisor: Jeremy M Todd, CFP®|RICP®|AAMS®

Services Offered

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

About

Jeremy Todd is a Certified Financial Planner (CFP®) and financial advisor based in Bluffton, Indiana. He specializes in retirement planning, education savings strategies, and tax-smart investing. Jeremy provides personalized financial guidance through face-to-face consultations, ensuring that clients' financial goals are met with tailored strategies. His practice is dedicated to helping individuals and families achieve long-term financial success.

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