Edward Jones - Financial Advisor: Sean Mullane, CFP®

5.0
5 reviews

About

Investment Service
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.ca/ca-en/privacy.

Location

Edward Jones - Financial Advisor: Sean Mullane, CFP®
664 Wye Rd., Sherwood Park, AB
T8A6G3, Canada

Hours

Reviews

5.0
5 reviews
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  • LG
    Lance Gartner
    Sep 16, 2022
    5.0
    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.
  • JB
    Jarrett Beaudry
    Apr 27, 2022
    5.0
    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.
  • RG
    Robert Germin
    Apr 23, 2021
    5.0
    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!
  • DR
    David Raborn
    Nov 20, 2020
    5.0
    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!

Frequently Asked Questions About Edward Jones - Financial Advisor: Sean Mullane, CFP®

What types of financial services does Edward Jones - Financial Advisor: Sean Mullane offer?

They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.

What are the regular business hours for Edward Jones - Financial Advisor: Sean Mullane?

The office is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.