Edward Jones - Financial Advisor: Lori Baldwin, RICP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Lori Baldwin is a financial advisor based in Altoona, Iowa, affiliated with Edward Jones. She provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. Lori emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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