Edward Jones - Financial Advisor: Dan Abbott, CFP®

Services Offered

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

About

Dan Abbott is a Certified Financial Planner (CFP®) and financial advisor based in Sequim, Washington. He provides personalized financial planning and investment guidance to clients in the local area. Dan specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes the importance of face-to-face conversations to understand and meet the financial goals of individuals and families.

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