Edward Jones - Financial Advisor: Whitney T Poettgen, ChFC®|CEPA®

Services Offered

• retirement planning
• investment management
• education savings
• insurance needs

About

Whitney Poettgen is a financial advisor based in Lee's Summit, Missouri, affiliated with Edward Jones. She provides personalized financial planning and investment guidance, focusing on retirement planning, education savings, and insurance needs. Whitney is dedicated to helping clients navigate their financial journeys through tailored strategies and face-to-face consultations. Her services cater to individuals and families looking to build long-term wealth and achieve their financial goals.

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