Edward Jones - Financial Advisor: Susie Brotz

Services Offered

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

About

Susie Brotz is a financial advisor based in Mequon, Wisconsin, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to clients in the local area. Her services include retirement planning, education savings strategies, and tax-smart investment management. Susie focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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