Edward Jones - Financial Advisor: David V Milford, CFP®|ChFC®|CLU®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

David Milford is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) based in Princeton, New Jersey. He provides financial planning and investment guidance to individuals and families in the local area. David specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes personalized service through face-to-face consultations, ensuring that clients receive tailored advice to meet their financial goals.

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