Edward Jones - Financial Advisor: Dean Stein, ChFC®|AAMS®

Services Offered

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

About

Dean Stein is a financial advisor based in Sonoma, California, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Dean believes in the importance of face-to-face conversations to understand clients' financial goals and provide tailored advice. His practice focuses on helping individuals and families navigate their financial journeys effectively.

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