Edward Jones - Financial Advisor: David B Lilienthal, ABFP®|AAMS®|ADPA®|CRPC™|CRPS™

Services Offered

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

About

David Lilienthal is a financial advisor based in Bayside, New York, affiliated with Edward Jones. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment advice. David is committed to helping clients achieve their financial goals through personalized, face-to-face consultations. His practice focuses on serving individuals and families looking to build long-term wealth and navigate key financial decisions.

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