Edward Jones - Financial Advisor: Dan Young, CFP®

Services Offered

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

About

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

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