Edward Jones - Financial Advisor: Douglas Sullivan

3.7
3 reviews

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: Douglas Sullivan
12100 NE 195th St, Bothell, WA
98011, United States

Hours

Reviews

3.7
3 reviews
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2
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1 star
1
  • KF
    Kim Foote
    Oct 10, 2024
    5.0
    Outstanding Financial Advisor! I recently had the pleasure of working with Doug at Edward Jones, and I can't recommend him highly enough. From our first meeting, it was clear that he genuinely cares about his clients' financial well-being. Doug took the time to understand my unique financial situation and goals, providing tailored advice that made a real difference. Communication was a strong point. He always took the time to explain complex concepts. I appreciate the regular check-ins and updates. Thanks Doug, I now have a clearer financial roadmap and feel more secure about my future. If you are looking for a knowledgeable and approachable financial advisor, look no further!!
  • DM
    Dave M
    Jul 27, 2021
    5.0
    My account was transferred to Doug Sullivan after Chase Glidden left the company. Doug takes the time to talk about what OUR plan is and how we can get there. I am very happy that Doug is managing my money!
  • SL
    Stephanie Larson
    Apr 28, 2021
    1.0
    Edward Jones advisor Chase Glidden dropped the ball many times with my finances. Edward Jones took no responsibility for his incompetence, which has cost me time and thousands of dollars to the IRS unexpectedly. Doug Sullivan has tried to correct Mr. Glidden's many mistakes. I do not fault Mr. Sullivan, however have little faith in the company

Frequently Asked Questions About Edward Jones - Financial Advisor: Douglas Sullivan

What services does Edward Jones - Financial Advisor: Douglas Sullivan provide?

Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and advice through face-to-face consultations.

Where is Edward Jones - Financial Advisor: Douglas Sullivan located?

The office is located at 12100 NE 195th St #180, Bothell, WA 98011, USA.