Edward Jones - Financial Advisor: David R Dodd Jr

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

F5 Financial is a fee-only financial advisory firm located in McDonough, GA, serving clients in the Atlanta area. Led by Certified Financial Planner (CFP) Josh Duncan, F5 Financial provides holistic financial planning and wealth management services, specializing in retirement planning, investment management, estate planning, tax planning, and education planning. As an approved advisor with Dimensional Fund Advisors (DFA), F5 Financial offers expertise in Georgia state laws that impact taxes, investing, and wealth management. With a focus on the F5 Process, the firm delivers tailored strategies and insights to help clients achieve financial freedom and a life of significance.Generated from the website