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.
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"You should find a new advisor" is what he tells you when you say you dont feel confortable answering his questions about a new tool they have to help in retirement. Told him i feel the questions and answers your asking is intrusive and i dont want to utilize this "tool" its of no value to me. "Then maybe you should find a new advisor"
Thats not how you respond to someone not confortable answering your questions.
So my advice to everyone reading this is his advice exactly "find a different advisor" !
JS
Judy Showalter
Sep 29, 2022
5.0
I've been with Sean O'Brien (Edward Jones Financial Advisor) since 2014. I've never regretted 1 day! Sean and Celia, his Sr. Branch Office Administrator, have walked me through numerous life-altering decisions, investment "balancing," recessions!, and weighty retirement decisions. They treat me like family! They are professional, knowledgeable, smart & wise, caring & encouraging, and FUN! A wonderful Team!!!
KG
Kathy Gelardi
Dec 31, 2021
5.0
I have been doing business with Edward Jones for years. I know I can depend on Sean O'Brien and Celia Whitehurst to be there for whatever I need regarding my accounts. I totally trust both of them with my finances and recommend them highly. They're both really good at their jobs, work well together and you can depend on them in any circumstance. They are not high pressure and you can make an appointment when you need one. They go way beyond their job description to help their clients.
DB
Dylon Baker
Nov 22, 2021
5.0
I have been a client of Sean O'Brien for the past few years now. From day one, my wife and I could tell that Sean had a genuine care for us and our goals, short and long term. Sean has stayed in consistent contact throughout our time at EJ, and has provided valuable guidance for us. Sean is a partner to your financial future, but will also treat you like family. I highly recommend him if you are looking for a great financial advisor.
BE
Brandie Estes
Dec 3, 2019
1.0
I wanted to open an account for my 2 grandchildren. I contacted Sean in September 2019 after a long drug out process I was told the account would be active December 2019 my first deposit would be made. It was not so I contacted the office n Cecelia took my call, said she would call back and let me know what was goin on. Well she didn’t like the way I talked to her she reported to Sean. Sean called me back and told me to go to a different office. I was very patient with this whole process, faxed them all the papers they asked for. And yet they didn’t like that I was upset, because the account was never opened. I strongly advise not to use this office. Not professional at all. I’m very upset cuz I just wanted to open an account for my grandchildren. I will be goin elsewhere.. if I could give no stars I would.
Frequently Asked Questions About Edward Jones - Financial Advisor: Sean M O'Brien
What services does Edward Jones - Financial Advisor: Sean M O'Brien offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours of Edward Jones - Financial Advisor: Sean M O'Brien?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on weekends.
Where is Edward Jones - Financial Advisor: Sean M O'Brien located?
The business is located at 600 E Main Street, Suite 101, Vacaville, CA 95688, USA.
How can I contact Edward Jones - Financial Advisor: Sean M O'Brien?
You can contact the office by phone at +1 707-447-5002 or by email at sean.obrien@edwardjones.com.
Is it possible to book a consultation with Edward Jones - Financial Advisor: Sean M O'Brien online?
Yes, you can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/sean-obrien/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Sean M O'Brien?
The office provides services in English.
Does Edward Jones - Financial Advisor: Sean M O'Brien have a mobile app?
Yes, they have mobile apps available on both Android and iOS platforms for client convenience.
What nearby places can I visit around Edward Jones office in Vacaville?
Nearby you can visit the Solano County Historical Society and the Vacaville Heritage Council, which offer local history and cultural experiences.
Are there dining options near Edward Jones - Financial Advisor: Sean M O'Brien in Vacaville?
Yes, nearby dining options include Vasquez Delicatessen, Makse Restaurant, and Creekside Bar & Grill Restaurant, offering Mexican, café, and American cuisine respectively.
What local community or social organizations are near Edward Jones in Vacaville?
Nearby community organizations include the Vacaville Rotary Club and Letip of Vacaville, which provide social and nonprofit services.