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

Services Offered

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

About

Dave Minarik is a Certified Financial Planner (CFP®) and financial advisor based in Owosso, Michigan. He provides personalized financial planning and investment guidance to individuals and families in the local community. His services include retirement planning, education savings strategies, and tax-smart investing. Dave focuses on helping clients achieve their financial goals through face-to-face consultations.

Reviews

Location

Business Information