Edward Jones - Financial Advisor: Todd P Boze, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Todd Boze is a Certified Financial Planner (CFP®) and financial advisor based in Longview, Washington. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Todd believes in the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them achieve their long-term financial objectives.

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