Edward Jones - Financial Advisor: Kelly Swanson

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Kelly Swanson is a financial advisor based in Bozeman, Montana, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to clients in the local area. Her services include retirement planning, education savings strategies, and tax-efficient investment management. Kelly focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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