Edward Jones - Financial Advisor: David van Buskirk, Cepa

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.

Green Curtis Daley CPAs PLLC is a full-service accounting firm based in Colleyville, TX, providing a wide range of services tailored for business owners, executives, and independent professionals. Their offerings include tax services, accounting, consulting, payroll, business valuation, and QuickBooks assistance, all delivered with a focus on affordability, experience, and a friendly approach. The firm prides itself on its extensive knowledge in strategic business planning, succession planning, and new business formation, ensuring clients receive comprehensive support for their financial needs. With a commitment to keeping clients informed and empowered, Green Curtis Daley CPAs promotes ongoing communication through their newsletter and client portal. Generated from the website