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 Pacheco, CFP®|CRPC™
Frequently Asked Questions About Edward Jones - Financial Advisor: Sean Pacheco, CFP®|CRPC™
What are the main investment services offered by Edward Jones - Financial Advisor: Sean Pacheco?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and financial advisory services tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Sean Pacheco located?
The office is located at 1314 W 11400 S, Suite 101, South Jordan, UT 84095, USA.
What are the business hours for Edward Jones - Financial Advisor: Sean Pacheco?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends. Fridays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Sean Pacheco?
You can contact them by phone at +1 385-406-2073 or +1 801-254-4500, or via email at sean.pacheco@edwardjones.com.
Is there an online way to schedule an appointment with Sean Pacheco at Edward Jones?
Yes, appointments can be scheduled online through their contact page: https://www.edwardjones.com/us-en/financial-advisor/sean-pacheco/contact/
Does Edward Jones provide any mobile apps for easier access to their services?
Yes, Edward Jones offers mobile apps available on both Android and iOS to help clients manage their investments conveniently.
How does Edward Jones help clients prepare for retirement?
Edward Jones provides personalized retirement planning services and offers a Retirement Savings Calculator to help clients plan and assess their retirement readiness.
What nearby businesses might clients visit before or after their appointment with Edward Jones?
Clients may also visit nearby businesses such as Cubix Power for solar solutions, Rejuvenated Soul bodywork for massage therapy, or Guild Mortgage Company for mortgage lending services.
Are there nearby educational or healthcare facilities close to Edward Jones in South Jordan?
Yes, Hawthorn Academy South Jordan (an elementary school) and Jordan Meadows hospital are nearby, which might be convenient for clients combining their visits with educational or healthcare needs.
What local dining options are available near Edward Jones's office?
Nearby dining options include The Soup-er Sandwich Food Truck, offering quick sandwiches conveniently located for a meal before or after your appointment.