Edward Jones - Financial Advisor: Derek J O'Sullivan

Services Offered

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

About

Derek O'Sullivan is a financial advisor based in Puyallup, Washington, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing. Derek emphasizes the importance of face-to-face consultations to understand his clients' financial goals. His practice is dedicated to helping individuals and families create strategies for long-term wealth accumulation and financial security.

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