Edward Jones - Financial Advisor: Douglas B Roberts, CFP®

Services Offered

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

About

Douglas B Roberts is a Certified Financial Planner (CFP®) and financial advisor based in Basking Ridge, New Jersey. He provides personalized financial planning and investment guidance to clients in the local area. Douglas specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to help clients achieve their financial goals and prepare for significant life events.

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