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Edward Jones - Financial Advisor: Philip Davin
Tyler, Smith

Financing specialist
 : 
Edward Jones - Financial Advisor: Philip Davin

Tyler, Smith

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About Edward Jones - Financial Advisor: Philip Davin
Professional experience
Philip Davin – Financial Advisor at Edward Jones Investments Slide 1: Welcome to the presentation about Philip Davin, a highly experienced Financial Advisor at Edward Jones Investments. Philip is dedicated to providing exceptional financial planning and investment management services to clients in Tyler, TX. Slide 2: About Philip Davin: - As a Financial Advisor, Philip is licensed and certified, holding the prestigious Accredited Asset Management Specialist designation from the College for Financial Planning. - With years of experience, Philip is well-versed in retirement planning, brokerage account options, 529 plans, and cash and credit management. - Philip believes that retirement can be the best phase of life, and he strives to help clients make informed choices to ensure a secure and fulfilling retirement. Slide 3: Planning for Retirement: - Have you ever wondered how to plan for retirement effectively? Philip Davin can help you navigate through the complexities of retirement planning. - Edward Jones, in partnership with Age Wave, conducted a study that emphasizes the significance of resilient choices in today's new retirement. Philip can guide you in making impactful choices based on the study's findings. - Philip understands that retirement planning requires careful consideration of investment security, financial goals, and risk tolerance. He will work closely with you to create a personalized retirement strategy that aligns with your unique circumstances. Slide 4: Client Satisfaction: - Edward Jones Investments, including Philip Davin, has been accredited by the Better Business Bureau (BBB) since February 2000. - We are proud of our outstanding BBB rating and positive client feedback, which reflects our dedication to delivering excellent service and ensuring investment security. - If you are considering partnering with Philip Davin, take comfort in our reputation for exceptional client satisfaction. Slide 5: Contact Philip Davin: - If you're ready to take control of your financial future and start planning for retirement, get in touch with Philip Davin, the experienced Financial Advisor at Edward Jones Investments. - Visit our website or call us to schedule an appointment for a personalized consultation. - Philip is ready to listen to your financial goals and develop a comprehensive strategy tailored to your needs. Thank you for joining this presentation on Philip Davin, the trusted Financial Advisor at Edward Jones Investments.

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Location

Tyler, Smith (75701)

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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