Edward Jones - Financial Advisor: Wade Landis, CFP®

Services Offered

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

About

Wade Landis is a Certified Financial Planner (CFP®) and financial advisor based in Moravia, New York. He provides personalized financial planning and investment guidance to clients in the local area. Wade specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to ensure that clients' financial goals are clearly understood and effectively addressed.

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