Edward Jones - Financial Advisor: Jonathan B Kaplan, AAMS®

Services Offered

• retirement planning
• education savings
• investment management
• tax-smart investing

About

Jonathan B Kaplan is an AAMS® certified financial advisor based in Wallingford, Connecticut, affiliated with Edward Jones. He provides investment guidance and financial planning services tailored to individual needs. His expertise includes retirement preparation, education savings strategies, and tax-smart investing. Jonathan focuses on establishing face-to-face conversations to help clients achieve their financial goals and make informed decisions about their investments.

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