Edward Jones-Financial Advisor: Christine T Cao

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

OneSource Health and Wealth Management is an independent wealth management firm that takes a holistic approach to meeting clients needs and goals. We are a dully registered firm offering a fee based approach as well a traditional brokerage option. Our platform of services includes: investment management, retirement income planning, retirement planning, long-term care, life and disability insurance, annuities, charitable gift planning, qualified company retirement plans, business owner services, and education planning. If you are seeking answers or education to any of these solutions or have any other wealth management questions, we invite you to contact us for a free no obligation opinion.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.