Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Derek J O'Sullivan
10418 156th St E, Puyallup, WA
98374, United States
Hours
Reviews
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- KMKim MainMay 29, 20255.0Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs. Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected. His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success. Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!
- JLJames LucasSep 21, 20241.0Lost 100k in less than one year with these idiots. I wouldn't let them manage my iTunes account.
- KWKim W.Feb 4, 20205.0Very nice staff here. Returned my call the very same day and got me in to see the Financial Advisor right away. Joan in the front office is great and helped with a special request right away. Derek made me feel at ease and confident that we can proceed with the finances without any complications. They are truly here to help.
Frequently Asked Questions About Edward Jones - Financial Advisor: Derek J O'Sullivan
What financial services does Edward Jones - Financial Advisor: Derek J O'Sullivan offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations to tailor advice to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Derek J O'Sullivan?
The office is open Monday through Friday from 7:30 AM to 3:30 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Derek J O'Sullivan?
You can contact them via their main phone number +1 253-893-8742, alternate phone +1 253-840-8597, or email derek.osullivan@edwardjones.com.
Where is Edward Jones - Financial Advisor: Derek J O'Sullivan located?
They are located at 10418 156th St E, Suite 106, Puyallup, WA 98374, inside the Sunrise Village Shopping Center.
Is there an app available to manage my Edward Jones investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices. You can download them from the Google Play Store and Apple App Store respectively.
Can I schedule an appointment with Derek J O'Sullivan online?
Yes, appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/derek-osullivan/contact/.
What nearby financial institutions can I visit along with Edward Jones?
Nearby financial institutions include Edward Jones - Financial Advisor: Bryce Barber and Valley Bank, offering convenient options for additional financial services in the area.
Are there any nearby places for relaxation or wellness near Edward Jones?
Yes, nearby wellness options include Hand & Stone Massage and Facial Spa, Soleil Nail Spa, and Salon Escape, ideal for relaxation before or after your financial consultation.
What nearby dining options are available around Edward Jones in Sunrise Village?
You can visit Puyallup Black Bear Diner and Trapper's Sushi for dining options, both located conveniently near Edward Jones in Sunrise Village.
What should I know about competitors of Edward Jones in the financial advisory space?
Key competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, all offering a range of financial services.