Edward Jones - Financial Advisor: Renee E Burke, CFP®|AAMS®

Services Offered

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

About

Renee E Burke is a Certified Financial Planner (CFP®) and financial advisor based in Mt Dora, Florida. She provides personalized financial planning and investment guidance to clients in the local area. Renee specializes in retirement preparation, education savings strategies, and tax-smart investing. As part of Edward Jones, she emphasizes the importance of face-to-face conversations to understand and meet her clients' financial goals.

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