Edward Jones - Financial Advisor: David O'Brien, CFP®

Services Offered

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

About

David O'Brien is a Certified Financial Planner (CFP®) and financial advisor based in Madison, Wisconsin. He provides personalized financial planning and investment guidance to clients in the area. David specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to ensure that clients' financial goals are met effectively.

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