Edward Jones - Financial Advisor: David Gold, CFP®

Services Offered

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

About

David Gold is a Certified Financial Planner (CFP®) and financial advisor based in Barre, Vermont. He provides personalized financial planning and investment guidance to clients in the local area. David specializes in retirement preparation, education savings, and tax-smart investing strategies. His approach emphasizes face-to-face consultations to ensure that clients' financial goals are clearly understood and addressed.

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