Edward Jones - Financial Advisor: Dan Phillips, CFP®|AAMS®

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Edward Jones - Financial Advisor: Dan Phillips, CFP®|AAMS®



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About Edward Jones - Financial Advisor: Dan Phillips, CFP®|AAMS®
Professional experience
Edward Jones - Financial Advisor: Dan Phillips, CFP®|AAMS® Dan Phillips is an experienced Financial Advisor serving the Granbury, TX area. With his extensive knowledge and expertise, Dan helps individuals and families achieve their financial goals and secure their financial future. As a Certified Financial Planner™ (CFP®) and an Accredited Asset Management Specialist® (AAMS®), Dan is committed to providing personalized financial advice and guidance to his clients. He understands that every person's financial situation is unique, and he takes the time to understand their specific needs and aspirations. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Dan can develop a tailored financial plan that aligns with your goals and risk tolerance. He believes in a holistic approach to financial planning, considering various aspects such as investments, insurance, and estate planning to create a comprehensive strategy. As a Financial Advisor at Edward Jones, Dan has access to a wide range of investment options and resources. He believes in a long-term investment approach, focusing on diversification and disciplined investment strategies. By regularly reviewing and adjusting your portfolio, Dan helps ensure that your investments remain aligned with your objectives and market trends. In addition to his financial expertise, Dan also offers insurance services, including life, home, and auto insurance. By providing comprehensive insurance coverage, he helps clients safeguard their assets and protect their loved ones from unexpected events. Dan takes pride in building strong, long-lasting relationships with his clients. He is committed to providing exceptional service and ongoing support throughout their financial journey. With his guidance, you can feel confident that your financial goals are within reach. To schedule a consultation with Dan Phillips, CFP®|AAMS®, please contact him at 4800 Acton Hwy, Granbury, TX *information hidden*or call (*information hidden*Visit his website to learn more about his services and how he can help you achieve financial success.

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Location

Granbury, Hood (76049)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish

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