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

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

David Tanney is a Certified Financial Planner (CFP®) and financial advisor based in Williamsport, Pennsylvania. He provides personalized financial planning and investment guidance to clients in the local area. David specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to help clients achieve their financial goals.

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