Edward Jones - Financial Advisor: Rebecca A Berg, CFP®|AAMS®

Services Offered

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

About

Rebecca Berg is a Certified Financial Planner (CFP®) and financial advisor based in St Croix Falls, Wisconsin. She provides comprehensive financial planning and investment guidance to clients in the local area. Her services include retirement planning, education savings strategies, and tax-efficient investing. Rebecca is dedicated to helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

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