Edward Jones - Financial Advisor: Stephanie Bartels

Services Offered

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

About

Stephanie Bartels is a financial advisor based in Seal Beach, California, affiliated with Edward Jones. She provides a range of financial services including retirement planning, education savings strategies, and tax-smart investment guidance. Stephanie emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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