Edward Jones-Financial Advisor: Dan O'Brien

04/10/2025

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize.

Ready to develop your financial goals? Give my branch a call today.

04/10/2025

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

01/18/2025

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

01/20/2024

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Answers to some of the most common questions about tax forms.

01/19/2024

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

A solid strategy can help safeguard you from these increasingly frequent crimes.

01/18/2024

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

10/22/2023

May your Thanksgiving be filled with love, laughs and many reasons to be thankful.

10/21/2023

As we enter year 2 of the stock market recovery, our latest Market Compass video highlights three key considerations and some year-end planning opportunities.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

07/24/2023

Take a look back at the second quarter of 2023 and get our outlook on cash investments, the economy, international investing and more.

Read our views on key market and economic developments to help you make decisions affecting your financial strategy.www.edwardjones.com/us-en

01/18/2023

From asset performance to the economic and international outlook, we take a look at what this activity means for investors.

Read our views on key market and economic developments to help you make decisions affecting your financial strategy.www.edwardjones.com/us-en

01/18/2023

The passage of SECURE 2.0 has several important changes that could benefit your financial strategies, including:

• Increase in the required minimum distribution (RMD) beginning age to 73 in 2023 and 75 in 2033
• Employer matches for qualified student loan payments
• Ability to roll over 529 assets to a Roth IRA for the 529 beneficiary
• New or expanded penalty exceptions for early withdrawals

What individuals need to know

12/11/2022

According to the Alzheimer's Association1, 6.5 million Americans over the age of 65 are currently living with Alzheimer’s, and that number is expected to grow to 12.7 million by 2050. I'm proud that the funds we've raised help support improved disease detection, warning sign education, and research grants being used to examine contributing risk factors in Alzheimer’s disease.

Edward Jones has raised more than $35 million toward its goal to raise $50 million for the Alzherimer's Association by the end of 2025.