Edward Jones - Financial Advisor: Melissa R Loest, CFP®|AFFP®

Services Offered

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

About

Melissa Loest is a Certified Financial Planner (CFP®) and financial advisor based in Guthrie Center, Iowa. She provides personalized financial planning and investment guidance to clients in the local area. Her services include retirement planning, education savings strategies, and tax-efficient investment management. Melissa focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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