Edward Jones - Financial Advisor: Michael J Plunkett, CFP®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Michael J Plunkett is a Certified Financial Planner (CFP®) and financial advisor based in Lakeland, Florida. He specializes in retirement planning, education savings strategies, and tax-smart investing. Michael believes in the importance of face-to-face conversations to understand clients' financial goals and provide personalized guidance. He serves individuals and families looking to build wealth and achieve their financial objectives.

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