Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS®

Services Offered

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

About

Robert Diaz is a Certified Financial Planner (CFP®) and financial advisor based in Plainview, New York. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Robert focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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