Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Dale Rehkopf II is a Certified Financial Planner (CFP®) and financial advisor based in Pittsford, New York. He provides personalized financial planning and investment guidance to clients, focusing on retirement preparation, education savings, and tax-efficient investing. As part of Edward Jones, Dale emphasizes the importance of face-to-face conversations to understand and meet the financial goals of individuals and families. His practice is dedicated to helping clients navigate their financial journeys with tailored strategies.

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