Edward Jones - Financial Advisor: Derek J O'Sullivan

4.0
4 reviews
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Business Details

10418 156th St E, Puyallup, WA
98374, United States
(253) 893-8742
https://www.edwardjones.com/us-en/financial-advisor/derek-osullivan
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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: Derek J O'Sullivan
10418 156th St E, Puyallup, WA
98374, United States

Hours

Reviews

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  • KM
    Kim Main
    May 29, 2025
    5.0
    Working 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!
  • JL
    James Lucas
    Sep 21, 2024
    1.0
    Lost 100k in less than one year with these idiots. I wouldn't let them manage my iTunes account.
  • KW
    Kim W.
    Feb 4, 2020
    5.0
    Very 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.
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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.