Edward Jones - Financial Advisor: Ken Surber, CFP®

Services Offered

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

About

Ken Surber is a Certified Financial Planner (CFP®) and financial advisor based in Harrisonburg, Virginia. He provides personalized financial planning and investment guidance to clients in the local area. Ken specializes in retirement planning, education savings strategies, and tax-efficient investment management. He believes in the importance of face-to-face conversations to help clients achieve their financial goals.

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