Edward Jones - Financial Advisor: Jonathan P Derby, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Jonathan Derby is a Certified Financial Planner (CFP®) and financial advisor based in Coburg, Oregon. He provides personalized financial planning and investment guidance, helping clients prepare for retirement and save for education. Jonathan specializes in tax-smart investing strategies, ensuring that his clients make informed decisions about their financial futures. He serves individuals and families looking for comprehensive financial advice tailored to their specific goals.

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