Edward Jones - Financial Advisor: Stephen C Kagan, CFP®|AAMS®

Services Offered

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

About

Stephen Kagan is a Certified Financial Planner (CFP®) and financial advisor based in Cambridge, Massachusetts. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, Stephen provides personalized financial guidance through face-to-face consultations. His practice focuses on helping individuals and families achieve their financial goals and prepare for significant life events.

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