Edward Jones - Financial Advisor: Shannon M Sundberg, CFP®|ChFC®|CAP®

Services Offered

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

About

Shannon Sundberg is a Certified Financial Planner (CFP®) and financial advisor based in Independence, Missouri. She provides personalized financial planning and investment guidance to clients in her local community. Shannon specializes in retirement preparation, education savings strategies, and tax-smart investing. Through face-to-face consultations, she aims to help individuals and families achieve their financial goals.

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