Edward Jones - Financial Advisor: Tricia Marteney, CFP®|AAMS®

Services Offered

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

About

Tricia Marteney is a Certified Financial Planner (CFP®) and financial advisor based in Centerville, Ohio. She provides comprehensive financial planning and investment guidance to clients in the local area. Tricia specializes in retirement preparation, education savings, and tax-smart investing strategies. Through personalized, face-to-face consultations at Edward Jones, she aims to help individuals and families achieve their financial goals.

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