Edward Jones - Financial Advisor: Kristie Marshall

Services Offered

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

About

Kristie Marshall is a financial advisor based in North Port, Florida, affiliated with Edward Jones. She focuses on helping clients prepare for retirement, save for education, and invest wisely with a tax-smart approach. Kristie emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her services are designed for individuals and families seeking personalized financial guidance and investment strategies.

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