Edward Jones - Financial Advisor: Kelley Aline, CFP®|CEPA®

Services Offered

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

About

Kelley Aline is a Certified Financial Planner (CFP®) and financial advisor based in Great Falls, Montana. She specializes in retirement planning, education savings strategies, and tax-smart investing. Kelley believes in the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial futures with personalized guidance.

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