Edward Jones - Financial Advisor: Dani Osborne, CFP®|ChFC®

Services Offered

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

About

Dani Osborne is a Certified Financial Planner (CFP®) and financial advisor based in Eastover, North Carolina. She provides personalized financial planning and investment guidance to clients in the local area. Dani specializes in retirement planning, education savings strategies, and tax-efficient investment management. Through face-to-face consultations, she helps individuals and families achieve their financial goals and prepare for significant life events.

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