Edward Jones - Financial Advisor: David E Heffernan, CFP®|ChFC®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

David E Heffernan is a Certified Financial Planner (CFP®) and financial advisor based in Eagle, Idaho. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-smart investment management. David is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

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