Edward Jones - Financial Advisor: Daniel Finnegan, CFP®

Services Offered

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

About

Daniel Finnegan is a Certified Financial Planner (CFP®) and financial advisor based in Lebanon, Pennsylvania. He provides personalized financial planning and investment guidance to clients in the local area. Daniel specializes in helping individuals prepare for retirement, save for education, and implement tax-smart investment strategies. His approach emphasizes face-to-face conversations to better understand and meet the unique financial goals of each client.

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