Edward Jones - Financial Advisor: Michael T Sullivan, CFP®|CEPA®
5.02 reviews
Business Details
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.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Michael T Sullivan, CFP®|CEPA®
836 Third St, Crescent City, CA
95531, United States
Hours
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- PAPatricia AlexanderApr 7, 20225.0Absolutely the BEST! Michael, Cheryl, & Jeanie are great & they really care about their clients. They bend over backwards to help us all out.
- DLDan LoveApr 12, 20215.0Mike Sullivan is my go to guy for handling my finances. I know that my retirement or any other investment I have is safe in his hands. Not only is Mike great but so is his staff. They are always very friendly, extremely competent, and on the ball. I highly recommend these folks, and there is an aire of excellence as soon as you walk in the door!
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael T Sullivan, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Michael T Sullivan offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Michael T Sullivan located?
The office is located at 836 Third St, Crescent City, CA 95531, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Michael T Sullivan?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM and on Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Can I schedule an appointment with Edward Jones - Financial Advisor: Michael T Sullivan?
Yes, you can schedule an appointment online at https://www.edwardjones.com/us-en/financial-advisor/michael-sullivan/contact/ or contact them directly via phone or email.
Are appointments required to visit Edward Jones on weekdays?
Appointments are by request on Mondays through Fridays, as indicated by the additional hours note.
How can I contact Edward Jones - Financial Advisor: Michael T Sullivan by phone and email?
You can call them at +1 707-465-3877 or email michael.sullivan@edwardjones.com.
Does Edward Jones - Financial Advisor: Michael T Sullivan offer any online tools for retirement planning?
Yes, they provide a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby businesses or services can I visit along with Edward Jones?
Nearby you can find various services such as Chase Bank, Soul Feet Retreat spa, and Glen's on 3rd Bakery Cafe, which makes it easy to combine errands or relax before or after financial advising appointments.
How can nearby facilities like the Crescent City Elks Lodge be of use to Edward Jones customers?
The Crescent City Elks Lodge, a community service organization nearby, offers local networking opportunities and events that might be beneficial to clients interested in community engagement.
Are there shopping options close to Edward Jones - Financial Advisor: Michael T Sullivan?
Yes, there are multiple shopping options nearby such as The Beat Box clothing store, Magnolia Jean Boutique for women's clothing and gifts, and The Witchery CC shopping venue.