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portrait of Allison P O'Connell
FINANCIAL ADVISOR

Allison P O'Connell

AAMS™, CRPS™
863 E Chicago St, Coldwater, MI 49036opens in a new window
Accepting New Clients
CallSend Me a Message

About Allison

As an Edward Jones financial advisor, it's important for me to understand the goals you're working toward before you invest your money. It is also important to understand the level of investment risk you're comfortable with, so we can build a personalized investment strategy that works for you. I am fortunate to partner with individuals, families and business owners to create, preserve and transfer wealth. I understand how important it is for you to have a good financial advisor on your side!

What you can expect when working with us is a team ready to help you successfully prepare for...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJanuary 2023 to Current
  • Lifecare AmbulanceNovember 2019 to December 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Western Michigan UniversityBachelor of Business Admin

Team Members

  • Lindsey Estlow
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(517) 279-0541

Fax

(866) 462-0853

Office Address

863 E Chicago St
Coldwater, MI 49036opens in a new window

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