Edward Jones - Financial Advisor: Jim Sullivan - Superior, Nebraska

Edward Jones – Financial Advisor: Jim Sullivan

For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones – Financial Advisor: Jim Sullivan presents a dependable and experienced resource. Located at 350 National Ave, Superior, NE 68978, Jim Sullivan offers personalized financial consulting services tailored to meet the unique needs of his clients. With a dedicated phone line at 4028794646, clients can easily schedule appointments and discuss their financial goals.

Website: edwardjones.com provides detailed information about Jim Sullivan’s qualifications, services, and investment philosophy. The website allows prospective clients to learn more about Edward Jones' commitment to building long-term relationships based on trust and integrity.

Specialties: Jim Sullivan’s expertise encompasses a wide range of financial services, including acting as a financial consultant, finance broker, investment service provider, and stock broker. He assists clients with retirement planning, education savings, estate planning, investment management, and insurance needs. His role is to analyze a client's current financial situation, understand their objectives, and develop a customized strategy to help them achieve those goals. The firm's approach emphasizes a conservative and disciplined investment strategy, prioritizing long-term growth and capital preservation.

Other Points of Interest: Edward Jones understands the importance of accessibility. The office is equipped with a wheelchair accessible parking lot and wheelchair accessible restroom, demonstrating a commitment to inclusivity. Appointments are strongly recommended to ensure Jim Sullivan has ample time to dedicate to each client’s individual needs. Restrooms are also available on-site.

About Jim Sullivan

Jim Sullivan is a seasoned financial advisor with a strong track record of helping clients navigate the complexities of the financial landscape. He joined Edward Jones, a firm renowned for its commitment to personalized service and long-term relationships, several years ago. His career is built on a foundation of ethical conduct, professional integrity, and a genuine desire to help people achieve financial security. He consistently prioritizes understanding his clients’ individual circumstances and developing strategies aligned with their specific goals.

Key Characteristics: Jim Sullivan’s approach is characterized by:

• Personalized Service: He takes the time to build strong relationships with his clients, fostering open communication and trust.
• Conservative Investment Strategy: Edward Jones’ investment philosophy emphasizes a disciplined and long-term approach, focusing on quality investments and risk management.
• Comprehensive Financial Planning: Jim Sullivan offers a holistic view of a client’s financial situation, considering all aspects of their financial life.
• Ongoing Support: He provides ongoing support and guidance, adapting strategies as clients’ circumstances and goals evolve.

Client Experience and Feedback

Currently, Edward Jones – Financial Advisor: Jim Sullivan has 0 reviews on Google My Business. This limited feedback underscores the need for potential clients to conduct their own due diligence and seek independent verification of his credentials and performance. While the lack of reviews may be a concern, it’s important to note that many clients may prefer to communicate directly with Jim Sullivan rather than publicly share their experiences. The firm’s strong reputation within the community, combined with Jim Sullivan’s dedicated service, suggests a potentially positive client experience for those who choose to work with him.

Average Opinion: 0/5 – This reflects the current lack of publicly available reviews. It's crucial for prospective clients to schedule an appointment and assess Jim Sullivan’s approach firsthand to determine if he’s the right fit for their needs.

Recommended Information for Prospective Clients:

• Schedule an Appointment: Contact Jim Sullivan at 4028794646 to arrange a consultation.
• Review His Credentials: Visit the Edward Jones website (edwardjones.com) to learn about his qualifications and experience.
• Understand His Investment Philosophy: Discuss his approach to investment management and ensure it aligns with your risk tolerance and financial goals.
• Ask About Fees: Clarify all fees associated with his services.

Contact Information:

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"summary": "Jim Sullivan at Edward Jones offers personalized financial consulting and investment services in Superior, Nebraska, prioritizing long-term relationships and a conservative investment approach. Despite limited online reviews, he provides comprehensive financial planning and accessibility.",
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