Edward Jones - Financial Advisor: Michelle Bertram

Services Offered

• retirement planning
• education savings strategies
• investment management

About

Michelle Bertram is a financial advisor based in Oak Creek, Wisconsin, affiliated with Edward Jones. She provides a range of financial services including retirement planning, education savings strategies, and investment management. Michelle emphasizes the importance of face-to-face conversations to understand her clients' financial goals and tailor her advice accordingly. Her practice focuses on helping individuals and families navigate their financial journeys effectively.

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