Edward Jones - Financial Advisor: John David Wagner, CFP®|ChFC®

Services Offered

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

About

John David Wagner is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) based in Mebane, North Carolina. He provides financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. John is dedicated to helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

Reviews

Location

Business Information