Edward Jones - Financial Advisor: Dan Malone, AAMS®

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

As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the borrowing process as uncomplicated and convenient as possible for my clients, and I’m backed by PNC and recognized by NerdWallet as one of the Best Mortgage Lenders of August 2023. My goal isn’t simply to get you a mortgage, I’ll work hard to find a home financing solution that helps you buy a home responsibly. Let’s work together to get or keep you in the right home with the right mortgage.

Raymond James is a global financial services firm based in Circleville, OH, offering trusted advice and sophisticated strategies for individuals and institutions. Their wide range of services includes wealth management, investment solutions, financial planning, estate planning, insurance solutions, and more. Committed to corporate responsibility and sustainability, Raymond James provides a supportive and inclusive culture for their employees, reflecting their focus on people and their financial well-being. Their institutional services cater to a diverse clientele, emphasizing tailored strategies and trusted advice. Generated from the website