Edward Jones - Financial Advisor: Morgan Owens, CFP®

Services Offered

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

About

Morgan Owens is a Certified Financial Planner (CFP®) and financial advisor based in Bloomington, Minnesota. He specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, Morgan emphasizes the importance of face-to-face conversations to understand clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them achieve their long-term objectives.

Reviews

Location

Business Information