Edward Jones - Financial Advisor: Michael Rose, CFP®

Services Offered

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

About

Michael Rose is a Certified Financial Planner (CFP®) and financial advisor based in Longmont, Colorado. He provides investment guidance and financial planning services tailored to individual needs. Michael specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations, ensuring clients receive personalized advice to help them achieve their financial goals.

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