Edward Jones - Financial Advisor: Lori Neeb, AAMS®

Services Offered

• retirement planning
• education savings
• tax-efficient investing

About

Lori Neeb is a financial advisor based in Alma, Michigan, affiliated with Edward Jones. She provides personalized investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing strategies. Lori emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice serves individuals and families looking for tailored financial solutions to achieve their long-term objectives.

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