Edward Jones - Financial Advisor: David R Kauffman, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management

About

David Kauffman is a Certified Financial Planner (CFP®) and financial advisor based in Nappanee, Indiana. He offers a range of services including retirement planning, education savings strategies, and tax-smart investment management. David emphasizes the importance of face-to-face conversations to understand clients' financial goals and tailor solutions accordingly. He serves individuals and families looking to build long-term wealth and achieve their financial objectives.

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