Edward Jones - Financial Advisor: David S Laster CFA®
- 421 NY-59 Suite 10 Monsey New York 10952 United States
Profile
Edward Jones – Financial Advisor: David S Laster, CFA® offers personalized financial guidance tailored to individuals, families, and business owners in Monsey, NY. As part of the nationwide Edward Jones network, David Laster specializes in building long-term relationships focused on understanding each client’s unique goals, whether planning for retirement, saving for education, or managing estate strategies. With a Chartered Financial Analyst (CFA®) designation, he brings in-depth investment expertise and a disciplined, client-first approach to financial planning.
David emphasizes clear communication, comprehensive financial reviews, and objective advice rooted in research. Known for community involvement and a personal, relationship-based model, he works to ensure that his clients feel informed and confident in their financial strategies. As part of the Edward Jones mission, the practice focuses on face-to-face service and building strong partnerships to help clients stay on track toward their financial goals over time. His practice aligns with Edward Jones’ reputation for trust, transparency, and tailored solutions.
Website: https://www.edwardjones.com/us-en/financial-advisor/david-laster
Key Services:
– Personalized financial planning
– Retirement income strategies
– Investment portfolio design and management
– Estate and legacy strategies
– College savings planning
– Insurance and risk management strategies
– Tax-efficient investment guidance
– Wealth transfer and inheritance planning
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Contact Info
- 421 NY-59 Suite 10, Monsey, New York, 10952, United States
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Phone: (845) 352-7498
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