Edward Jones - Financial Advisor: Steve Swenson

Services Offered

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

About

Steve Swenson is a financial advisor based in Osage, Iowa, affiliated with Edward Jones. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investing. Steve emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys and achieve long-term success.

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