Edward Jones - Financial Advisor: Jody L Frank, CFP®|AAMS®

Services Offered

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

About

Jody Frank is a Certified Financial Planner (CFP®) and financial advisor based in Columbia, Missouri. He provides personalized financial planning and investment guidance to clients in the area. Jody specializes in retirement planning, education savings strategies, and tax-efficient investing. Through Edward Jones, he emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals.

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