Edward Jones - Financial Advisor: Joni A Dunn, CFP®

Services Offered

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

About

Joni A Dunn is a Certified Financial Planner (CFP®) and financial advisor based in Batesville, Indiana. She provides personalized financial planning and investment guidance to clients in the local community. Joni specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face consultations to ensure that clients' financial goals are clearly understood and addressed.

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