Edward Jones - Financial Advisor: Peter Ocasio IV, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Peter Ocasio IV is a Certified Financial Planner (CFP®) and financial advisor based in Millersville, Maryland. He specializes in retirement planning, education savings strategies, and tax-smart investment management. Peter believes in the importance of face-to-face conversations to understand his clients' financial goals. He provides personalized financial guidance to individuals and families, helping them navigate their financial journeys.

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