Edward Jones - Financial Advisor: Neil P Richardson, CFP®|ChFC®|CLU®

Services Offered

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

About

Neil P Richardson is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) based in Urbana, Illinois. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. Neil emphasizes the importance of face-to-face conversations to understand his clients' financial goals and tailor his advice accordingly. His practice primarily serves individuals and families looking to build long-term wealth and navigate significant life events.

Reviews

Location

Business Information