Edward Jones - Financial Advisor: Julie Regan, CFP®

Services Offered

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

About

Julie Regan is a Certified Financial Planner (CFP®) and financial advisor based in O'Neill, Nebraska. She provides personalized financial planning and investment guidance to local clients. Julie specializes in retirement preparation, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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