Edward Jones - Financial Advisor: Nate Geist, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Nate Geist is a Certified Financial Planner (CFP®) and financial advisor based in Oklahoma City, Oklahoma. He specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, Nate emphasizes the importance of face-to-face conversations to help clients achieve their financial goals. He serves individuals and families looking for personalized financial guidance to build long-term wealth and prepare for significant life events.

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