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portrait of Brian Xue
FINANCIAL ADVISOR

Brian Xue

CFP®
7213 Madison St, Forest Park, IL 60130opens in a new window
Accepting New Clients
CallSend Me a Message

About Brian

Our mission is to help long-term investors improve their financial wellness by providing them with comprehensive financial strategies and personalized solutions.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand your objectives and your comfort with risk, so we can balance it with the steps necessary to help you reach your long-term goals.

Our commitment to you:
• To get to know you and your family on a deeper level.
• No one will care more about your financial wellness than us. We put your interests first above everything else.
• We use our in-depth knowledge...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesJune 2019 to Current
  • GTL Technologies IncJune 2006 to June 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Cornell UniversityMaster of Business Admin

Personal Interests

  • Active Lifestyle
  • Music
  • Archery
  • History and Museums
  • Traveling

Team Members

  • Daisylinet Herrera
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(708) 488-0575

Fax

(877) 479-2185

Office Address

7213 Madison St
Forest Park, IL 60130opens in a new window

Mailing address

7213 W Madison St
Forest Park, IL 60130

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