Edward Jones - Financial Advisor: Jill Steenis, CFP®|CEPA®|ABFP®|AAMS®

Services Offered

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

About

Jill Steenis is a Certified Financial Planner (CFP®) and financial advisor based in New Richmond, Wisconsin. She provides personalized financial planning and investment guidance to clients in the area. Jill specializes in retirement preparation, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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