Edward Jones - Financial Advisor: David Rosulek, CFP®|ChFC®|AAMS®

Services Offered

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

About

David Rosulek is a financial advisor based in Missoula, Montana, affiliated with Edward Jones. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS®), David focuses on delivering personalized financial advice through face-to-face consultations. His practice is dedicated to helping individuals and families achieve their financial goals and secure their financial futures.

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