Edward Jones - Financial Advisor: Jesse O'Brien, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Jesse O'Brien is a Certified Financial Planner (CFP®) and financial advisor based in Everett, Washington. He specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, Jesse emphasizes the importance of personal consultations to help clients achieve their financial goals. His practice is dedicated to serving individuals and families looking for tailored financial guidance and investment strategies.

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