Edward Jones - Financial Advisor: Tara L Rotfeld

Services Offered

• Retirement planning
• Education savings
• Tax-efficient investing

About

Tara L Rotfeld is a financial advisor based in Waukesha, Wisconsin, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to individuals and families in the local community. Tara specializes in retirement preparation, education savings, and tax-efficient investing strategies. Through face-to-face consultations, she aims to help clients achieve their financial goals and build long-term wealth.

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