Edward Jones - Financial Advisor: Josh Sloan, CFP®

Services Offered

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

About

Josh Sloan is a Certified Financial Planner (CFP®) based in Miles City, Montana, providing personalized financial advice to local clients. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Josh emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

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