Edward Jones – Financial Advisor: Daniel Perlmutter, CRPC™

Edward Jones - Financial Advisor: Daniel Perlmutter, CRPC™ is a financial consultant in Charleston, SC. The firm provides personal financial advice to help clients achieve their individual goals. Specialized services include portfolio reviews, retirement savings strategies, wealth strategies, and college savings, as well as business retirement plans and Hispanic family finances. The office maintains a 5.00 rating based on client reviews.

Daniel Perlmutter is a Chartered Retirement Planning Counselor (CRPC™) who works alongside Senior Branch Office Administrator Natalie Hernandez and Branch Office Administrator Kristina Gazic. The practice offers various ways to connect with clients, including web conferencing and in-person meetings at their Gamecock Avenue office.

The firm is recognized for providing thorough and well-documented business information to its clients. This commitment to clarity and detail supports their reputation for delivering personalized financial services.

The office provides dedicated financial guidance and specialized retirement planning for the Charleston community.

Services:

• Estate planning
• Investment management
• Personalized financial planning
• Portfolio Reviews
• Retirement Savings Strategies
• Retirement planning
• Tax planning
• Wealth Strategies