Edward Jones - Financial Advisor: Sean M O'Brien - Vacaville, California

Okay, here’s a detailed overview of Edward Jones Financial Advisor, Sean M. O’Brien, designed to be a helpful and informative resource for prospective clients.

Introduction to Sean M. O’Brien

Edward Jones is a nationally recognized firm dedicated to providing personalized financial guidance. Sean M. O’Brien serves as a Financial Advisor within this established network. He operates out of the Vacaville, California office located at 600 E Main St Suite 101, Vacaville, CA 95688. Clients can easily reach him by phone at 074475002. His website, accessible via edwardjones.com, offers a wealth of resources and information regarding his services and expertise.

Specialties and Services Offered

Sean O’Brien’s role as a Financial Consultant encompasses a broad range of services tailored to individual needs. He functions as a Finance Broker, assisting clients with complex financial planning scenarios. His core competencies include providing comprehensive Investment Services, and he is a registered Stock Broker, navigating the stock market on behalf of his clients. Specifically, he can assist with:

• Retirement Planning
• Investment Management
• Estate Planning
• Education Savings
• Insurance Planning

Key Features and Accessibility

Edward Jones distinguishes itself through its commitment to building long-term relationships. Advisors like Sean O’Brien prioritize understanding a client's unique circumstances, goals, and values. The firm’s approach is rooted in a philosophy of trust and integrity. The Vacaville office is designed to be accessible, offering Wheelchair Accessible Parking Lot and Wheelchair Accessible Restroom. Furthermore, Restroom facilities are available for all visitors. It’s generally recommended to schedule an Appointment to ensure Sean has the time to dedicate to your individual needs.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback, as evidenced by the four reviews available on Google My Business. The feedback suggests a client base that deeply values the personalized attention and expertise provided. It appears clients appreciate the collaborative approach and the feeling of being treated as part of a trusted team. The team, including Senior Branch Office Administrator Celia, seems dedicated to offering guidance through significant life events and financial decisions.

Overall Assessment and Recommendation

Sean M. O’Brien, as a Financial Advisor at Edward Jones, presents a solid option for individuals seeking experienced and trustworthy financial guidance. The firm's established reputation, combined with Sean’s dedication to client relationships, suggests a commitment to long-term financial well-being. The accessibility features of the Vacaville office further enhance the client experience. For anyone looking for a financial partner who prioritizes understanding their specific needs and providing tailored solutions, we strongly recommend exploring Sean’s services further. To learn more, schedule a consultation, and begin building your financial future, please visit his website: edwardjones.com.

👍 Reviews of Edward Jones - Financial Advisor: Sean M O'Brien

Judy S.

5/5

I've been with Sean O'Brien (Edward Jones Financial Advisor) since 2014. I've never regretted 1 day! Sean and Celia, his Sr. Branch Office Administrator, have walked me through numerous life-altering decisions, investment "balancing," recessions!, and weighty retirement decisions. They treat me like family! They are professional, knowledgeable, smart & wise, caring & encouraging, and FUN! A wonderful Team!!!

Dylon B.

5/5

I have been a client of Sean O'Brien for the past few years now. From day one, my wife and I could tell that Sean had a genuine care for us and our goals, short and long term. Sean has stayed in consistent contact throughout our time at EJ, and has provided valuable guidance for us. Sean is a partner to your financial future, but will also treat you like family. I highly recommend him if you are looking for a great financial advisor.

Kathy G.

5/5

I have been doing business with Edward Jones for years. I know I can depend on Sean O'Brien and Celia Whitehurst to be there for whatever I need regarding my accounts. I totally trust both of them with my finances and recommend them highly. They're both really good at their jobs, work well together and you can depend on them in any circumstance. They are not high pressure and you can make an appointment when you need one. They go way beyond their job description to help their clients.

Brandie E.

1/5

I wanted to open an account for my 2 grandchildren. I contacted Sean in September 2019 after a long drug out process I was told the account would be active December 2019 my first deposit would be made. It was not so I contacted the office n Cecelia took my call, said she would call back and let me know what was goin on. Well she didn’t like the way I talked to her she reported to Sean. Sean called me back and told me to go to a different office. I was very patient with this whole process, faxed them all the papers they asked for. And yet they didn’t like that I was upset, because the account was never opened. I strongly advise not to use this office. Not professional at all. I’m very upset cuz I just wanted to open an account for my grandchildren. I will be goin elsewhere.. if I could give no stars I would.