Edward Jones - Financial Advisor: Jon Close, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Jon Close is a Certified Financial Planner (CFP®) and financial advisor based in Ames, Iowa. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Jon focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

Reviews

Location

Business Information