Edward Jones - Financial Advisor: Monica E Bezy, CEPA®

Services Offered

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

About

Monica Bezy is a financial advisor based in San Diego, California, affiliated with Edward Jones. She provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investing. Monica emphasizes the importance of face-to-face consultations to understand her clients' unique financial goals. Her practice serves individuals and families looking for tailored investment strategies and comprehensive financial guidance.

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