Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™

Services Offered

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

About

Julie G Kelly is a Certified Financial Planner (CFP®) and financial advisor based in Durham, North Carolina. She provides personalized financial planning and investment guidance to clients in the area. Julie specializes in retirement planning, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face consultations to help clients achieve their financial goals and prepare for significant life events.

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