Edward Jones - Financial Advisor: Max L Short, CFP®

Services Offered

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

About

Max Short is a Certified Financial Planner (CFP®) and financial advisor based in Brazil, Indiana. He provides personalized financial planning and investment guidance to clients in the local area. Max specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to understand clients' financial goals and develop tailored strategies to achieve them.

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