Edward Jones - Financial Advisor: Pat Duffy, CFP®

Services Offered

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

About

Pat Duffy is a Certified Financial Planner (CFP®) and financial advisor based in Alma, Michigan. He provides personalized financial planning and investment guidance to clients in the local area. Pat specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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