Edward Jones - Financial Advisor: Bill Goldstein, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Bill Goldstein is a Certified Financial Planner (CFP®) and financial advisor based in Durham, New Hampshire. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Bill believes in the importance of face-to-face conversations to understand his clients' financial goals. He provides personalized financial guidance to individuals and families, helping them navigate their financial journeys effectively.

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