Edward Jones - Financial Advisor: Danielle Baptist

Services Offered

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

About

Danielle Baptist is a financial advisor based in Bend, Oregon, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to her clients, focusing on retirement preparation, education savings, and tax-efficient investing. Danielle emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information