Edward Jones - Financial Advisor: Shannon Riley, CFP®|AAMS®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Shannon Riley is a Certified Financial Planner (CFP®) and financial advisor based in Middleton, Wisconsin. She provides personalized financial planning and investment guidance to clients in the area. Shannon specializes in retirement preparation, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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