Edward Jones - Financial Advisor: Jessica N Millan, CFP®|CEPA®

Services Offered

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

About

Jessica Millan is a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA®) based in Rochester, New York. She provides financial planning and investment guidance to clients in the local area, focusing on retirement preparation, education savings, and tax-efficient investing. Jessica believes in the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information