Edward Jones - Financial Advisor: Jason O'Brien, CFP®|ChFC®|AAMS®

Services Offered

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

About

Jason O'Brien is a Certified Financial Planner (CFP®) and financial advisor based in Galesburg, Illinois, affiliated with Edward Jones. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Jason emphasizes the importance of face-to-face conversations to understand his clients' unique financial goals. His practice serves individuals and families looking to build long-term wealth and navigate important financial decisions.

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