Edward Jones - Financial Advisor: Audrey C Dake, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Audrey Dake is a Certified Financial Planner (CFP®) and financial advisor based in Granbury, Texas. She provides personalized financial planning and investment guidance to clients in the local area. Audrey specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face conversations to understand and meet her clients' financial goals.

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