Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA®

Services Offered

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

About

Dana L Wozniak is a Certified Financial Planner (CFP®) and financial advisor based in Westminster, Colorado. She provides personalized financial planning and investment guidance to clients in the local area. Dana specializes in retirement planning, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face consultations to help clients achieve their financial goals.

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