Edward Jones - Financial Advisor: Mario E Montiel, AAMS®

Services Offered

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

About

Mario Montiel is a financial advisor based in Keizer, Oregon, affiliated with Edward Jones. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-efficient investment strategies. Mario emphasizes the importance of face-to-face consultations to understand his clients' unique financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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