Edward Jones - Financial Advisor: Luke O'Brien, CFP®

Services Offered

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

About

Luke O'Brien is a Certified Financial Planner (CFP®) and financial advisor based in Mendota, Illinois. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, Luke emphasizes the importance of face-to-face consultations to understand clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them achieve their long-term objectives.

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