Edward Jones - Financial Advisor: Kaylee M Phalon, CFP®|AAMS®

Services Offered

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

About

Kaylee Phalon is a Certified Financial Planner (CFP®) and financial advisor based in Naperville, Illinois. She provides personalized financial planning and investment guidance to clients in the local area. Kaylee specializes in retirement preparation, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face conversations to understand and meet her clients' financial goals.

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