Edward Jones - Financial Advisor: Shane Zillmer, CFP®|ChFC®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Shane Zillmer is a Certified Financial Planner (CFP®) and financial advisor based in Neenah, Wisconsin. He provides personalized financial planning and investment guidance to clients in the local area. Shane specializes in retirement planning, education savings strategies, and tax-efficient investment management. With a focus on face-to-face consultations, he aims to help individuals and families achieve their financial goals.

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