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: Kathleen O'Sullivan
1330 Shermer Road, Northbrook, IL
60062, United States
Hours
Reviews
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- MJMaureen JamiesonMar 28, 20195.0Kathleen is knowledgeable, personable, and provides me with a level of service that I haven’t received with other financial services companies. I feel confident that I am on the right path for my family’s future and have Kathleen to thank.
- MDMegen DisantoApr 22, 20185.0Kathleen is incredibly detailed oriented, knowledgeable and professional. I have been extremely impressed with her financial advising advice and perspective, I cannot recommend her enough. She answers all my questions in a timely and respectful manner and I feel like she is truly looking out for my financial future.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kathleen O'Sullivan
What services does Edward Jones - Financial Advisor: Kathleen O'Sullivan provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Kathleen O'Sullivan?
The office is open Monday through Friday from 8:30 AM to 5:30 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Kathleen O'Sullivan?
Appointments can be scheduled through their contact page online or by calling them at +1 847-272-2327.
Where is the Edward Jones office of Kathleen O'Sullivan located?
It is located at 1330 Shermer Road, Suite 235, Northbrook, IL 60062, USA.
What languages are spoken at Edward Jones - Kathleen O'Sullivan's office?
English is spoken at this office.
How can I contact Kathleen O'Sullivan via email or social media?
You can email her at kathleen.o'sullivan@edwardjones.com or visit the Edward Jones Facebook page for Kathleen at https://www.facebook.com/EJAdvisorkathleenosullivan/.
Are there financial services near Edward Jones - Kathleen O'Sullivan's office?
Yes, nearby financial services include Consumers Credit Union and other Edward Jones locations in the area, which can help complement your financial planning needs.
I’m visiting the area and would like to eat nearby after my appointment. What restaurants are close to Edward Jones - Kathleen O'Sullivan?
Nearby restaurants include Lou Malnati's Pizzeria and Blue Cactus Fajita Bar, offering pizza and Mexican cuisine respectively, perfect for a meal before or after your visit.
What health and wellness services are available near the Edward Jones office?
Athletico Physical Therapy - Northbrook Downtown is nearby for physical therapy needs, along with several orthodontists like RISUS Orthodontics and Thometz and Uhland Orthodontics for dental care.
What makes Edward Jones - Financial Advisor: Kathleen O'Sullivan distinct from competitors like Merrill Lynch or Schwab?
Edward Jones provides personalized face-to-face consultations and tailored investment advice focusing on individual client goals, emphasizing long-term relationships and client confidence.