Edward Jones - Financial Advisor: Suzy O'Neal, AAMS®

Services Offered

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

About

Suzy O'Neal is a financial advisor based in Cameron Park, California, affiliated with Edward Jones. She provides personalized financial planning services, including retirement preparation and education savings strategies. Suzy emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice focuses on helping individuals and families navigate their investment options and become tax-smart investors.

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