Edward Jones - Financial Advisor: Nathan Birchler, CFP®

Services Offered

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

About

Nathan Birchler is a Certified Financial Planner (CFP®) based in Wausau, Wisconsin, providing personalized financial advice to clients. He specializes in retirement planning, education savings, and tax-smart investment strategies. Nathan believes in the importance of face-to-face conversations to understand clients' financial goals and develop tailored plans. His practice focuses on helping individuals and families achieve long-term financial security and prepare for significant life events.

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