Edward Jones - Financial Advisor: Sara J Carlsson, CFP®

Services Offered

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

About

Sara J Carlsson is a Certified Financial Planner (CFP®) and financial advisor based in Mason City, Iowa. She provides personalized financial planning and investment guidance to clients in the local area. Sara specializes in retirement preparation, education savings, and tax-smart investment strategies. Her approach emphasizes face-to-face consultations to ensure that clients' financial goals are clearly understood and addressed.

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