Edward Jones - Financial Advisor: Mike Baer, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax planning

About

Mike Baer is a Certified Financial Planner (CFP®) and financial advisor based in Wake Forest, North Carolina. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-smart investing. Mike focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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