Edward Jones - Financial Advisor: Michael T Bartoldo, CFP®

Services Offered

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

About

Michael Bartoldo is a Certified Financial Planner (CFP®) based in Centralia, Washington, providing financial planning and investment guidance to local clients. He specializes in retirement planning, education savings strategies, and tax-smart investing. Michael emphasizes the importance of face-to-face conversations to understand clients' financial goals and tailor strategies accordingly. His practice focuses on helping individuals and families achieve long-term financial success and prepare for major life milestones.

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