Edward Jones - Financial Advisor: Sean Raich, CFP®|ChFC®|CEPA®|AAMS®
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: Sean Raich, CFP®|ChFC®|CEPA®|AAMS®
360 Rufe Snow Dr, Keller, TX
76248, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- MMMichael McLeodOct 22, 20255.0I started working with Sean Raich at Edward Jones back in 2019 when I really didn’t have a solid financial plan in place. Since then, Sean has helped me get my finances and priorities in order, and I’ve seen consistent growth ever since. He’s great to work with—super easy-going, patient, and I always feel like he truly has my family’s best interests at heart. Sean and Lindsey make a great team and provide exactly the kind of services a growing family needs to feel confident about the future. Plus, if you stop by his office, make sure to check out his awesome science fiction collection—it’s worth the visit on its own! Highly recommend.
- CMCandace MozingoSep 10, 20205.0Sean is fantastic! He really took his time in getting to know my situation & goals to find a strategy that fits my needs & my lifestyle. He's easy to talk to & checks in with me. I highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: Sean Raich, CFP®|ChFC®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Sean Raich provide?
Sean Raich provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the regular business hours for Edward Jones - Financial Advisor: Sean Raich?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, Friday from 8:30 AM to 4:30 PM, and closed on Saturdays and Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Sean Raich located?
The office is located at 360 Rufe Snow Dr, Suite 600, Keller, TX 76248, USA.
How can I contact Sean Raich at Edward Jones?
You can contact Sean Raich by phone at +1 817-428-2700 or by email at sean.raich@edwardjones.com.
Is there an online way to schedule a consultation with Sean Raich?
Yes, you can schedule an appointment through the contact page at https://www.edwardjones.com/us-en/financial-advisor/sean-raich/contact/
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms. Android users can download it from the Google Play Store and iOS users from the Apple App Store.
What nearby insurance agencies can clients find close to Edward Jones in Keller?
Nearby insurance agencies include Farmers Insurance - Leo Peters, Gabriella N Gonzalez, Farmers Insurance - David Pucci, Carol Harris - State Farm Agent, and Life Insurance with Lish.
What are some nearby educational centers around Edward Jones in Keller?
Nearby educational centers include Primrose School of Keller, Best Brains Learning Center - Keller, and Homeschool Connections TM, offering daycare, preschool, tutoring, and education services.
What recreational and fitness facilities are close to Edward Jones in Keller?
Nearby recreational and fitness facilities include Keller Boxing Club, The Keller Pointe, American Defensive Arts Academy, Big Bear Creek Greenbelt, and Keller Rock Art Trail.
What sets Edward Jones - Financial Advisor: Sean Raich apart from competitors like Merrill Lynch and Schwab?
Sean Raich offers personalized, face-to-face investment advice tailored to individual client goals, focusing on retirement planning, tax efficiency, and education savings, providing a customized financial journey unlike larger firms.