Edward Jones | FINANCIAL SERVICES - Greater Vineland Chamber of Commerce, NJ

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Edward Jones

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FINANCIAL SERVICES
3137 Fire Road Egg Harbor Twp. NJ 08234

(609) 677-8943

(877) 335-9602

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Hours:

Monday to Friday 08:30AM - 04:30PM, evening and Saturday appointments available by request.
About Us

I partner with business owners & employers to design and manage retirement plan solutions tailored to their needs – including 401(k) plans, 403(b) plans, SEP IRAs, SIMPLE IRAs, cash balance plans.
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Camille Averso

Camille Averso

Branch Office Administrator

Phone: (609) 677-8943

3137 Fire Road Egg Harbor Twp. NJ 08234

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Dana Palma

I am a community-focused financial professional who brings a wealth of knowledge with an Ed.D. in organizational leadership and twenty years of experience in corporate finance to my clients. I work with businesses and individuals one on one with the support of thousands behind the scenes.

For business owners, I am a certified exit planning advisor and I assist owners with understanding your options, succession planning, preserving wealth, estate and personal planning, and more.

After creating a financial literacy program for my church family, community and local organizations, I realized my purpose was to assist others as they accumulate wealth, to help protect it, live out their dreams and prepare them to transfer it to future generations.

Relationships are key and I partner with you throughout your life to assist you in achieving your goals.

Dana Palma

Financial Advisor

Phone: (609) 667-8943

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3137 Fire Road Egg Harbor Twp. NJ 08234
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