Brian Moles

Advisor at Edward Jones

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Credentials

CFP®, Series 66

Edward Jones logo

Firm

Edward Jones

Location

Stratford, CT 06614

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2013 - Present (13 years)

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