Edward Jones - Financial Advisor: Rick Poole, CFP®|CIMA®|CEPA®

Services Offered

• Retirement Planning
• Education Savings
• Insurance Needs

About

Rick Poole is a financial advisor based in South Elgin, Illinois, affiliated with Edward Jones. He offers a personal approach to investing, focusing on retirement planning, education savings, and insurance needs. As a Certified Financial Planner (CFP®), a Chartered Investment Management Analyst (CIMA®), and a Certified Exit Planning Advisor (CEPA®), Rick provides tailored financial guidance to individuals and families. His practice is dedicated to helping clients achieve their financial goals through comprehensive investment strategies and personalized consultations.

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