Edward Jones - Financial Advisor: Sean Mullane, CFP® - Sherwood Park, Alberta

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 664 Wye Rd Unit 290, Sherwood Park, AB T8A 6G3, Canada.
Téléphone: 7804646100.
Site web: edwardjones.ca
Spécialités: Conseiller financier, Courtier en placement financier, Conseil en investissement, Agent de change.
Autres données d'intérêt: Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Entrée accessible en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 4 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Edward Jones - Financial Advisor: Sean Mullane, CFP®

☎️7804646100

⏰ Horaires d'ouverture de Edward Jones - Financial Advisor: Sean Mullane, CFP®

Lundi: 08:30–16:30
Mardi: 08:30–16:30
Mercredi: 08:30–16:30
Jeudi: 08:30–16:30
Vendredi: 08:30–16:30
Samedi: Fermé
Dimanche: Fermé

Edward Jones - Conseiller financier: Sean Mullane, CFP® est un expert en gestion financière qui offre des services de conseil en investissement, placement financier et marché boursier, avec un accent particulier sur l'épargne et la préparation à la retraite. Installé à l'adresse 664 Wye Rd Unit 290, Sherwood Park, AB T8A 6G3, Canada, il est facilement accessible et dispose de facilités pour les personnes en fauteuil roulant, tels que l'accès au parking, aux toilettes et à l'entrée. Pour prendre rendez-vous ou obtenir plus d'informations, vous pouvez le contacter par téléphone au 7804646100 ou visiter son site web edwardjones.ca.

Spécialités:
- Conseiller financier
- Courtier en placement financier
- Conseil en investissement
- Agent de change

Autres données d'intérêt:
- Parking accessible en fauteuil roulant
- Toilettes accessibles en fauteuil roulant
- Entrée accessible en fauteuil roulant
- Toilettes

Avis :
Cette entreprise a 4 avis sur Google My Business.
Avis moyen: 5/5.

Edward Jones - Conseiller financier: Sean Mullane, CFP® est reconnu pour sa compétence et son engagement envers ses clients. Il assure une approche personnalisée et prend le temps de comprendre les objectifs financiers de chaque client pour lui proposer des solutions adaptées. Sa spécialisation en courtage en placement financier et en conseil en investissement lui permet d'offrir des conseils avisés pour la gestion de l'épargne et la création de portefeuilles diversifiés.

Il est également très apprécié pour sa disponibilité et sa capacité à élaborer des plans financiers clairs et accessibles, permettant à ses clients de mieux comprendre et maîtriser leur propre planification financière.

👍 Avis de Edward Jones - Financial Advisor: Sean Mullane, CFP®

Edward Jones - Financial Advisor: Sean Mullane, CFP® - Sherwood Park, Alberta

Jarrett B.

5/5

I really don't have the words to express how truly grateful I am for Sean and Nancy. As a 30 year old tradesman who doesn't understand numbers and got 19% in grade 9 math (end of the year grade) Sean goes above and beyond to treat me with respect and does his job with the utmost professionalism. He treats me like how he would want his own son to be treated. Sean is outstanding in general, as a financial advisor or as a human being, either way he excels at both of the above. Sean has really offered himself as a positive role model in my life. He is a great listener and is always looking to help others when he can. Nancy is also amazing at the front and on the phone. Every time I speak with her I am greeted with positive energy and a smile or she is wondering how I am. This team really doesn't get the credit they deserve. I HIGHLY recommend this location to anyone looking. You won't regret it.

Lance G.

5/5

Sean is a true professional who always has time for you and considers your unique investment needs. His estate planning and investment advice combined with sound strategies gets me to my financial goals. I highly recommend Sean! Wish I could give 6 stars.

Robert G.

5/5

I am currently working as an entrepreneur after a 30 year career with a major pipeline and oil services company. Sean and his team helped me design a comprehensive financial plan with personalized strategies to help me meet my financial goals - which include a tax- efficient retirement income. Sean always has my best interests at heart and he makes me feel like family. I would highly recommend Sean if you are looking for an experienced financial planner and wealth (RRSP’s, Pensions, TFSA’s + Corporate accounts) advisor - whether for your company, yourself or your family. Also, he is a very good listener, which has helped me sort out some financial and life

===
challenges.
Thanks Sean!

David R.

5/5

I have been known Sean for 12 years and working with him for over 10. Sean has given me excellent financial planning and wealth management advice! I highly recommend his services!