Edward Jones - Financial Advisor: David G St Pierre

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

In 2002, Financial advisors Jon Sweet and Mark Williams came together to form Oak Leaf Wealth Management. They are committed to offering comprehensive financial planning, superior investing strategies, and truly listening to their clients.