Edward Jones - Financial Advisor: Kory M Barto, CFP®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Kory Barto is a Certified Financial Planner (CFP®) and financial advisor based in Exton, Pennsylvania. He provides financial planning and investment guidance to clients in the local area. Kory specializes in retirement preparation, education savings, and tax-smart investing strategies. His approach emphasizes personal consultations to understand and align with clients' financial goals.

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