Joel Berntson - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Joel Berntson is a financial advisor based in Bellevue, Washington, providing financial planning and investment guidance to clients in the region. He specializes in retirement planning, investment management, and wealth accumulation strategies. Joel works with individuals and families, helping them navigate their financial goals and prepare for future milestones. His approach is centered on understanding each client's unique situation and tailoring solutions to meet their needs.

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