Edward Jones - Financial Advisor: Dan O'Brien, AAMS®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Dan O'Brien is a financial advisor based in Madison, Wisconsin, affiliated with Edward Jones. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-efficient investment strategies. Dan believes in the importance of face-to-face consultations to understand his clients' unique financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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