Edward Jones - Financial Advisor: Kevin Roberts, CFP®

Services Offered

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

About

Kevin Roberts is a Certified Financial Planner (CFP®) based in Thief River Falls, Minnesota, providing personalized financial planning and investment guidance. He specializes in preparing clients for retirement, saving for education, and implementing tax-smart investment strategies. As part of Edward Jones, Kevin emphasizes the importance of face-to-face conversations to understand and meet the financial goals of his clients. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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