Edward Jones - Financial Advisor: Dave Schreiber, CFP®

Services Offered

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

About

Dave Schreiber is a Certified Financial Planner (CFP®) and financial advisor based in Longmont, Colorado. He provides comprehensive financial planning services, focusing on retirement preparation, education savings, and tax-smart investing strategies. As part of Edward Jones, Dave emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking to build long-term wealth and navigate major life financial decisions.

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