Edward Jones - Financial Advisor: Dalton T Lewis, CFP®|CPWA®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Dalton Lewis is a Certified Financial Planner (CFP®) and financial advisor based in Union City, Tennessee. He provides personalized financial planning and investment guidance to clients in the area. Dalton specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face conversations to help clients achieve their financial goals.

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