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Edward Jones - Financial Advisor: David M Retkowski, AAMS®
Pewaukee, Waukesha

Financing specialist
 : 
Edward Jones - Financial Advisor: David M Retkowski, AAMS®

Pewaukee, Waukesha

Prices

Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: David M Retkowski, AAMS®
Professional experience
Ladies and gentlemen, Allow us to introduce David M Retkowski, a dedicated and experienced Financial Advisor associated with Edward Jones. With a passion for helping individuals and families achieve their financial goals, David provides personalized financial guidance tailored to each client's unique needs. As an esteemed member of the Edward Jones team, David has been serving clients in the Pewaukee, Wisconsin area for the past 14 years. Throughout his career, he has built a reputation for providing sound financial advice and strategies that have helped countless individuals navigate their financial journeys successfully. David's commitment to his clients' financial well-being is evident in the way he prioritizes building strong and lasting relationships. He firmly believes that a face-to-face conversation is key to truly understanding a client's financial aspirations and concerns. With a comprehensive approach, David works closely with each client to develop personalized financial plans that align with their specific goals and objectives. Whether it's planning for retirement, saving for education, or optimizing investments, he utilizes his expertise and knowledge to guide clients towards making informed financial decisions. David's dedication to his clients goes beyond just providing financial advice. He genuinely cares about the well-being of each individual he works with and strives to create a comfortable and trusted environment. He takes the time to listen attentively, ensuring that he fully understands his clients' financial situations and can offer tailored solutions that best suit their needs. When working with David, you can expect a high level of professionalism, integrity, and commitment. He believes in the power of education and continuously seeks to enhance his skills and knowledge to better serve his clients. While David does not currently hold any certifications, his years of experience and expertise make him a reliable and trusted advisor. Should you wish to discuss your financial goals and explore how David and Edward Jones can support you in achieving them, you can reach him at *information hidden*His office is conveniently located at 161 W Wisconsin Ave Ste 2A, Pewaukee, Wisconsin *information hidden*. Don't let your financial dreams remain mere aspirations. Let David M Retkowski, AAMS, help you navigate the intricacies of financial planning and guide you towards a brighter future. Schedule a consultation today and take the first step towards financial well-being. Thank you.

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Location

Pewaukee, Waukesha (53072)

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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