Edward Jones - Financial Advisor: Scott R Posner, CFP®|CEPA®|AAMS®|CRPC™

Services Offered

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

About

Scott Posner is a Certified Financial Planner (CFP®) and financial advisor based in St James, New York. He provides personalized financial planning and investment guidance to clients in the local area. Scott specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face conversations to help clients achieve their financial goals.

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