Edward Jones - Financial Advisor: Kathleen Brandt, CFP®

Services Offered

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

About

Kathleen Brandt is a Certified Financial Planner (CFP®) and financial advisor based in Warrensburg, Missouri. She provides personalized financial planning and investment guidance to clients in the local area. Kathleen specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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