Edward Jones - Financial Advisor: David B Smith, CFP®|AAMS®|CRPC™

Services Offered

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

About

David B Smith is a Certified Financial Planner (CFP®) and financial advisor based in Newtown, Ohio. He provides personalized financial planning and investment guidance to clients in the area. David specializes in retirement preparation, education savings, and tax-smart investing strategies. His approach emphasizes face-to-face conversations to understand clients' unique financial goals and help them achieve long-term success.

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