Edward Jones - Financial Advisor: Dane L Phillips, CFP®|ChFC®

Services Offered

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

About

Dane L Phillips is a Certified Financial Planner (CFP®) and financial advisor based in Nacogdoches, Texas. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. Dane emphasizes the importance of face-to-face conversations to understand his clients' unique financial goals. He serves individuals and families in the local community, helping them navigate their financial journeys effectively.

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