Edward Jones - Financial Advisor: Donnie Sullivan, CEPA®|AAMS®|CRPC™
5.01 review
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Donnie Sullivan, CEPA®|AAMS®|CRPC™
2680 S Val Vista Dr, Gilbert, AZ
85295, United States
Reviews
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- AFAmy FuhrmannOct 9, 20245.0Donnie Sullivan is fantastic! He walks you through the process and cares about learning what your goals and needs are before making suggestions. Whether you are new to investing or been at it awhile, he can help!
Frequently Asked Questions About Edward Jones - Financial Advisor: Donnie Sullivan, CEPA®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Donnie Sullivan provide?
Edward Jones - Financial Advisor: Donnie Sullivan offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Donnie Sullivan located?
The office is located at 2680 S Val Vista Dr, Bldg 2, Gilbert, AZ 85295, US.
How can I schedule an appointment with Donnie Sullivan?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/donnie-sullivan/contact/.
What are the office hours for Edward Jones - Financial Advisor: Donnie Sullivan?
The office is open during regular business hours and is available by appointment only on Saturdays.
Which languages are spoken by Donnie Sullivan at Edward Jones?
Donnie Sullivan provides services in English.
What specialities does Donnie Sullivan focus on?
Donnie Sullivan specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What nearby services can I find close to Edward Jones office on S Val Vista Dr?
Nearby, you can find services like Sacred Beauty by Tanja (beauty salon and spa), Vibrantcare Rehabilitation (physical therapy), and San Tan Eye Care (optometrist and eyewear).
Are there other financial advisors near Edward Jones - Donnie Sullivan’s office?
Yes, Edward Jones - Financial Advisor Bret L Seeley, CFP® is nearby and can also assist with financial services.
What real estate services are near the Edward Jones office on S Val Vista Dr?
Several real estate agencies are close by, including HomeSmart Gilbert Branch Office, John C. Hiscott Realtor - Homesmart, and Team Harry Realtors.
How can nearby businesses complement my visit to Edward Jones - Donnie Sullivan?
After your financial consultation, you might visit nearby places such as Sacred Beauty by Tanja for a spa treatment or San Tan Eye Care for vision services, making efficient use of your time in the area.