Edward Jones - Financial Advisor: Tom McKee, CFP®|CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings
• Tax-efficient investing

About

Tom McKee is a financial advisor based in Lansdale, Pennsylvania, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investing. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS®), Tom is equipped to assist clients in achieving their financial goals through face-to-face consultations. His practice is dedicated to helping individuals and families navigate their financial journeys.

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