Edward Jones - Financial Advisor: Lucas A Lorenz, CFP®

Services Offered

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

About

Lucas A Lorenz is a Certified Financial Planner (CFP®) and financial advisor based in Aberdeen, South Dakota. He offers a range of services including retirement planning, education savings strategies, and tax-efficient investment management. Lucas believes in the importance of face-to-face conversations to understand and meet his clients' financial goals. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

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