Edward Jones - Financial Advisor: Patrick Surdy, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Patrick Surdy is a Certified Financial Planner (CFP®) and financial advisor based in Sandusky, Ohio. He provides personalized financial planning and investment guidance to clients in the area. Patrick specializes in retirement planning, education savings strategies, and tax-efficient investment management. He believes in the importance of face-to-face conversations to understand and meet the financial goals of individuals and families.

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