Edward Jones - Financial Advisor: David S Purmal, AAMS®

Services Offered

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

About

David Purmal is a financial advisor based in Merrill, Wisconsin, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on helping clients prepare for retirement and save for education. David emphasizes the importance of face-to-face conversations to understand individual financial goals. His practice aims to assist clients in becoming tax-smart investors and managing their wealth effectively.

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