Edward Jones - Financial Advisor: Jordan Roth, CFP®|ChFC®|CEPA®

Services Offered

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

About

Jordan Roth is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®) based in Plattsburg, Missouri. He provides financial planning and investment guidance to clients in the local area, focusing on retirement preparation, education savings, and tax-smart investing strategies. As part of Edward Jones, Jordan emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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