Edward Jones - Financial Advisor: Julia Bartak, CFP®

Services Offered

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

About

Julia Bartak is a Certified Financial Planner (CFP®) and financial advisor based in Prairie Village, Kansas. She provides personalized financial planning and investment guidance to clients in the local area. Julia specializes in retirement preparation, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face conversations to help clients achieve their financial goals.

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