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

Services Offered

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

About

Pat O'Brien is a Certified Financial Planner (CFP®) and financial advisor based in Mt Pleasant, South Carolina. He provides personalized financial planning and investment guidance to clients in the local area. Pat specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to help individuals and families achieve their financial goals.

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