Edward Jones - Financial Advisor: Joe Cerullo, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Joe Cerullo is a Certified Financial Planner (CFP®) based in New Lenox, Illinois, providing personalized financial advice to clients in the area. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Joe believes in the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve long-term financial success and prepare for significant life events.

Reviews

Location

Business Information