Edward Jones - Financial Advisor: Dallas J Herold, CFP®|CEPA®

Services Offered

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

About

Dallas J Herold is a Certified Financial Planner (CFP®) and financial advisor based in Cedar Knolls, New Jersey. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-smart investment management. Dallas focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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