Edward Jones - Financial Advisor: Shawn E Bergstrom

5.0
27 reviews
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Business Details

5401 Pensacola Blvd, Pensacola, FL
32505, United States
(850) 969-9695
https://www.edwardjones.com/us-en/financial-advisor/shawn-bergstrom
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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: Shawn E Bergstrom
5401 Pensacola Blvd, Pensacola, FL
32505, United States

Hours

Reviews

5.0
27 reviews
5 stars
27
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  • TA
    Tom Austin
    Apr 20, 2021
    5.0
    I highly recommend Shawn to anyone looking for a highly-skilled Financial Advisor. Shawn takes the time to understand his clients needs and goals and spends a significant amount of time researching investment vehicles that he recommends to his clients. My experience with his services has exceeded my expectations.
  • DA
    Deidra Amentler
    Jan 16, 2020
    5.0
    It has been an absolute pleasure having Shawn as my financial advisor. He listens to what I want and need, then advises accordingly. Putting your financial future into someone else's hands can be scary. I have been extremely pleased with the results I have had from Shawn. I would recommend him without hesitation!
  • CT
    cindy thomson
    May 19, 2018
    5.0
    From our first meeting, I was impressed with Shawn's genuine desire to help me plan for financial security and reach my goals. He is professional, organized, knowledgeable, and approachable. He took the time to get to know me before creating a plan that is individual to me. He is always available to answer my questions and he gives me the time to make decisions that feel right for me. Working with Shawn is a pleasure and I would highly recommend him to anyone that is looking for a financial advisor!
  • CS
    Caron Sjoberg
    Mar 28, 2018
    5.0
    It is gratifying to see how engaged Shawn is with his clients, and his true desire to help them meet their financial goals. He has a strong character, deals honestly and professionally, and LISTENS, instead of pushing his recommendations without basis. I've found him to be trustworthy and accountable, someone who is building long-term clients by simply doing his job exceptionally well.
  • DL
    Dannielle Leitsch
    Jul 26, 2017
    5.0
    Shawn has been our financial advisor for a few months and he's been very attentive and informative. He is always available to answer questions and help us better understand the financial world.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Shawn E Bergstrom

What are the regular business hours of Edward Jones - Financial Advisor: Shawn E Bergstrom?

The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Sundays. Saturdays are by appointment only.

How can I schedule an appointment with Shawn E Bergstrom at Edward Jones?

You can schedule an appointment through the online contact form available at https://www.edwardjones.com/us-en/financial-advisor/shawn-bergstrom/contact/.