Edward Jones - Financial Advisor: Dan Green, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Dan Green is a Certified Financial Planner (CFP®) and financial advisor based in Fort Worth, Texas. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Dan provides personalized financial guidance through face-to-face consultations, helping clients navigate their financial goals. His practice focuses on serving individuals and families looking to build long-term wealth and prepare for major life milestones.

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