Edward Jones - Financial Advisor: David M O'Connor

Services Offered

• retirement planning
• education savings
• investment management
• tax-efficient investing

About

David O'Connor is a financial advisor based in Madison, Connecticut, with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-smart investing strategies. David emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve their financial aspirations.

Reviews

Location

Business Information