Edward Jones - Financial Advisor: Dan Monks, CFP®|CEPA®

Services Offered

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

About

Dan Monks is a Certified Financial Planner (CFP®) and financial advisor based in Pacific, Missouri. He specializes in retirement planning, education savings strategies, and tax-smart investment management. Dan believes in the importance of face-to-face conversations to understand clients' financial goals and provide tailored advice. He serves individuals and families looking to build wealth and prepare for their financial futures.

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