Edward Jones - Financial Advisor: Dan Klein, CFP®

Services Offered

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

About

Dan Klein is a Certified Financial Planner (CFP®) and financial advisor based in Valley City, North Dakota. He provides personalized financial planning and investment guidance to clients in the local area. Dan specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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