Edward Jones - Financial Advisor: Devon N Sullivan, CFP®|ChFC®|CRPC™
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: Devon N Sullivan, CFP®|ChFC®|CRPC™
164 New Hampshire Route 25, Meredith, NH
03253, United States
Hours
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- BPBettina PondoJun 2, 20215.0I have been working with Devon for a couple years now, and the financial results have been very good. As important, she has really motivated me to refine my financial goals. She explains her financial guidance in a way i understand, which makes me feel much more confident about achieving those goals. She and Kathleen provide a truly personalized experience!
Frequently Asked Questions About Edward Jones - Financial Advisor: Devon N Sullivan, CFP®|ChFC®|CRPC™
What services does Edward Jones - Financial Advisor: Devon N Sullivan offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual goals.
What are the operating hours for Edward Jones - Financial Advisor: Devon N Sullivan?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Devon N Sullivan?
You can reach them by phone at +1 603-825-6561 or via email at devon.sullivan@edwardjones.com.
Where is Edward Jones - Financial Advisor: Devon N Sullivan located?
Their office is located at 164 New Hampshire Route 25, Suite 1 A, Meredith, NH 03253, USA.
Can I schedule a consultation with Edward Jones - Financial Advisor: Devon N Sullivan online?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/devon-sullivan/contact/.
Do they offer any digital tools to help with retirement planning?
Yes, they feature a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare.
Which nearby dental offices are close to Edward Jones - Financial Advisor: Devon N Sullivan?
Nearby dental offices include Edward Detolla and DeTolla Dental, which could be convenient if you need dental services while visiting.
Are there any local restaurants near Edward Jones that clients might visit before or after appointments?
Yes, Canoe Restaurant and Tavern is a nearby dining option where clients can enjoy a meal before or after their consultation.
What recreational or cultural venues are near Edward Jones in Meredith?
Nearby you will find the Inter Lakes High School Gym, Inter-Lakes Community Auditorium, and Interlakes Summer Theatre, great places to visit for local events.
Which competitors are in the same industry as Edward Jones - Financial Advisor: Devon N Sullivan?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.