Edward Jones - Financial Advisor: Dani Fergen, AAMS®

Services Offered

• Retirement planning
• Education savings
• Tax-smart investing

About

Dani Fergen is a financial advisor based in Fort Myers, Florida, affiliated with Edward Jones. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investing strategies. Dani emphasizes the importance of face-to-face consultations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information