Edward Jones - Financial Advisor: Marc D Beelman, CFA®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Marc Beelman is a Certified Financial Analyst (CFA®) and financial advisor based in Prairie Village, Kansas. He provides investment guidance and financial planning services to individuals and families in the local area. His expertise includes retirement preparation, education savings strategies, and tax-efficient investing. Marc emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals.

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