Edward Jones - Financial Advisor: Jonathan R Montes, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Jonathan R Montes is a Certified Financial Planner (CFP®) and financial advisor based in Anacortes, Washington. He provides personalized financial planning and investment guidance to clients in the local area. Jonathan specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to understand and align clients' financial goals with their investment strategies.

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