Edward Jones - Financial Advisor: Morgan E Bonifazi, CFP®

Services Offered

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

About

Morgan Bonifazi is a Certified Financial Planner (CFP®) and financial advisor based in West Lafayette, Indiana. He provides personalized financial planning and investment guidance to clients in the local area. Morgan specializes in retirement planning, education savings, and tax-efficient investing strategies. His approach emphasizes face-to-face conversations to understand clients' financial goals and help them achieve long-term financial success.

Reviews

Location

Business Information