Edward Jones - Financial Advisor: Dave Cappozzo, AAMS®

Services Offered

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

About

Dave Cappozzo is a financial advisor based in Madison, Wisconsin, affiliated with Edward Jones. He offers a range of financial services including retirement planning, education savings strategies, and tax-efficient investment management. Dave emphasizes the importance of face-to-face consultations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve their financial aspirations through personalized guidance.

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