Edward Jones - Financial Advisor: David D Smith, CFP®|CEPA®|AAMS®

Services Offered

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

About

David D Smith is a Certified Financial Planner (CFP®) and financial advisor based in Bowling Green, Kentucky. He provides personalized financial planning and investment guidance to clients in the area. David specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

Reviews

Location

Business Information