Edward Jones - Financial Advisor: Dan Haller, CFP®

Services Offered

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

About

Dan Haller is a Certified Financial Planner (CFP®) and financial advisor based in Charlotte, North Carolina. He provides personalized financial planning and investment guidance to clients in the local area. Dan specializes in retirement planning, education savings, and tax-smart investing strategies. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

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