Edward Jones - Financial Advisor: Dani Osborne
Financial Service
Why pick this one
Dani Osborne provides retirement, portfolio, and wealth strategies and holds CFP®, ChFC®, and CEPA® credentials.
Best for
- Retirement income planning
- Retirement savings planning
- Portfolio reviews
- Military professionals and veterans seeking financial guidance
- Entrepreneurs and business owners seeking wealth or exit planning
Look elsewhere if
- Weekend appointments, since the office is closed Saturday and Sunday
- Services outside retirement, portfolio, wealth, military professional, veteran, entrepreneur, or business-owner planning
Specialties
- Retirement income strategies
- Retirement savings strategies
- Portfolio reviews
- Wealth strategies
- Financial planning for military professionals and veterans
- Financial planning for entrepreneurs and business owners
Certifications
- CFP® (CERTIFIED FINANCIAL PLANNER®)
- ChFC® (Chartered Financial Consultant®)
- CEPA® (Certified Exit Planning Advisor®)
What makes them different
- Dani Osborne holds MBA, CFP®, ChFC®, and CEPA® credentials
- Focus areas include military professionals and veterans
- Focus areas include entrepreneurs and business owners
- Accepting new clients
- Web conferencing is available
Distilled from this business's own website.
Contact & Location
- Address
- 422 McArthur Rd Fl 1, Fayetteville, NC 28311
- Phone
- (910) 488-3699
- Website
- https://www.edwardjones.com/dani-osborne
- dani.osborne@edwardjones.com
Services
- Financial advising
- Retirement planning
- Portfolio reviews
- Wealth planning
- Account opening
- Financial strategy reviews
- Planning for major financial events