Edward Jones - Financial Advisor: Dave Burgett, CFP®|AAMS®

Services Offered

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

About

Dave Burgett is a Certified Financial Planner (CFP®) and financial advisor based in Sunbury, Ohio. He specializes in retirement planning, education savings strategies, and tax-smart investing. As part of Edward Jones, he emphasizes the importance of face-to-face conversations to understand clients' financial goals. Dave provides personalized financial guidance to individuals and families, helping them navigate their financial journeys.

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