Edward Jones - Financial Advisor: Dan Coleman, CFP®

Services Offered

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

About

Dan Coleman is a Certified Financial Planner (CFP®) and financial advisor based in Kalamazoo, Michigan. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Dan emphasizes 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 investment journeys.

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