Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

David Lavelle is a Certified Financial Planner (CFP®) and financial advisor based in Cleveland Heights, Ohio. He provides personalized financial planning and investment guidance to clients in the local community. His services include retirement planning, education savings strategies, and tax-efficient investment management. David focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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