Edward Jones - Financial Advisor: David B Gottlieb

Services Offered

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

About

David Gottlieb is a financial advisor based in Pepper Pike, Ohio, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the local community. His services include retirement planning, education savings strategies, and tax-smart investment management. David focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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