Edward Jones - Financial Advisor: David M Retkowski, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

David Retkowski is a financial advisor based in Pewaukee, Wisconsin, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-smart investment management. David emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys and achieve long-term wealth accumulation.

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