Edward Jones - Financial Advisor: Dave George, CFP®|CEPA®

Services Offered

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

About

Dave George is a Certified Financial Planner (CFP®) and financial advisor based in Mt Pleasant, Iowa. He provides investment guidance and financial planning services to clients in the local area. His expertise includes retirement preparation, education savings strategies, and tax-smart investing. Dave emphasizes the importance of face-to-face conversations to understand clients' financial goals and help them achieve long-term success.

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