Edward Jones - Financial Advisor: Jose H Monroy Jr, CFP®|CEPA®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Jose H Monroy Jr is a Certified Financial Planner (CFP®) and financial advisor based in Scotch Plains, New Jersey. 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. Jose is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

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