Edward Jones - Financial Advisor: Todd S Newberg, CFP®|AAMS®

Services Offered

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

About

Todd Newberg is a Certified Financial Planner (CFP®) and financial advisor based in Lafayette, Louisiana. He provides personalized financial planning and investment guidance to clients in the local area. Todd specializes in retirement planning, education savings strategies, and tax-efficient investing. He is committed to helping individuals and families achieve their financial goals through face-to-face consultations.

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