Edward Jones - Financial Advisor: Monica M Wagner, CFP®|AAMS®

Services Offered

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

About

Monica M Wagner is a Certified Financial Planner (CFP®) and financial advisor based in Monroe, Michigan. She provides personalized investment guidance and financial planning services to individuals and families in the local area. Monica specializes in retirement planning, education savings strategies, and tax-efficient investing. She believes in the importance of face-to-face conversations to understand her clients' financial goals and help them achieve long-term success.

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