Edward Jones - Financial Advisor: Dan Petty

Services Offered

• retirement planning
• education savings
• investment management
• tax planning

About

Dan Petty is a financial advisor based in Souderton, Pennsylvania, affiliated with Edward Jones. He provides investment guidance and financial planning services tailored to individual needs. Dan specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to help clients achieve their financial goals.

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