David Jaeger
Financial Advisor at Canby Financial Advisors
Based in Framingham, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Framingham
Industry
Financial Services
Company size
11
Contact information
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d•••••••@canbyfinancial.com
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Background
About David Jaeger
David Jaeger, CFP®Canby Financial Advisors, LLC161 Worcester Road, Suite 408Framingham, MA 01701Telephone: 508-598-1082E-Mail: djaeger@canbyfinancial.comDavid works with individuals and families as they navigate various financial opportunities and challenges that they encounter throughout their lives. David enjoys learning about each client’s unique situation and specific goals so that he can work with them to provide clarity and relieve stress.David earned his Bachelor of Arts in History from Loyola University Maryland and a Certificate in Financial Planning from Boston University. He is a CERTIFIED FINANCIAL PLANNER® professional.Advisory services offered through Canby Financial Advisors, LLC, a SEC-registered investment adviser. SEC registration does not constitute an SEC endorsement nor a statement about any particular level of skill or ability. The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument. Canby Financial Advisors does not give tax advice. Investing involves risk and clients may experience a profit or a loss. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks, which are available by searching for Canby Financial Advisors, LLC on the Investment Adviser Public Disclosure (IAPD) website at: https://adviserinfo.sec.gov/.
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