Edward Jones - Financial Advisor: Jason W Habern, CFP®

Services Offered

• retirement planning
• education savings
• tax-efficient investing

About

Jason Habern is a Certified Financial Planner (CFP®) and financial advisor based in Richardson, Texas. He provides personalized financial planning and investment guidance to clients in the local area. Jason specializes in retirement preparation, education savings, and tax-efficient investment strategies. His approach emphasizes face-to-face conversations to understand each client's unique financial goals.

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