Edward Jones - Financial Advisor: Shane K Nelson, CFP®|AAMS®

Services Offered

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

About

Shane K Nelson is a Certified Financial Planner (CFP®) and financial advisor based in Bartow, Florida. He provides personalized financial planning and investment guidance to clients in the local area. Shane specializes in helping individuals prepare for retirement, save for education, and implement tax-smart investment strategies. His approach emphasizes face-to-face consultations to understand each client's unique financial goals.

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