Edward Jones - Financial Advisor: Sean Pacheco

Edward Jones - Financial Advisor: Sean Pacheco

We understand that these are challenging times, but we're here for you - to listen, to provide support and to work together to find solutions. Our priority is your physical health and financial security. If you need help, please reach out and let us know. Edward Jones - Financial Advisor: Sean Pacheco is an investment firm that prioritizes face-to-face conversations in order to best meet your individual needs. We can help you plan for retirement, save for college expenses, and take a smart approach to taxes. Our experienced team of professionals will be happy to assist you in achieving your financial goals.

Edward Jones - Financial Advisor: Sean E Hagerman

At Edward Jones, we understand how difficult these times can be. We want to assure you that we are here to support you, listen and help in any way we can. We place importance on both your physical well-being as well as your financial security. We are here for you, so please don't hesitate to reach out and contact us about ways we can help. As an investment firm, we focus on having face-to-face conversations with our clients to best prepare for retirement, saving for education, and helping to make more tax-smart investments. We want to make sure you have the financial well-being and security you deserve no matter what. So don’t hesitate to reach out and see how we can help you.

Edward Jones - Financial Advisor: Sean Raich

Edward Jones is a financial advisory firm that empowers people to plan for their future. Our experienced advisors can help you create a secure retirement plan, save for education costs, and maximize your financial returns through informed tax strategies. We believe that the best advice comes from face-to-face conversations, so let’s get started today!Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

SJ Accounting Consulting, CPA CFP

Sean Lee, the founder of SJ Accounting Consulting, CPA CFP, is a highly skilled and rare individual. He holds both a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP) certificate, of which only 4% of CPAs possess. His mission is to provide high quality services, such as tax savings and maximized refunds, to select business and high net-worth individuals at an affordable rate. Having worked in the field of accounting, finance and taxation for more than two decades, Sean understands the importance of planning ahead. As Benjamin Franklin said, “Failing to plan is planning to fail.” With Sean's expertise, he can help clients develop and maintain strategies that will help them protect and grow their assets and wealth. Tax preparation is a yearly task, and often done without taking into account the client’s financial situation and goals. Likewise, a financial advisor will only discuss the products they offer, but not factor in the client’s tax situation. To reap the full benefits, it is important to have a comprehensive approach that takes into consideration all financial matters. This is where Sean’s dual qualifications come in – he is uniquely placed to bring together the two disciplines to help his clients achieve their financial goals.

Stark Financial Group

Sean Stark has been an independent financial advisor since 2000. His specialty is in financial wellness education for business, state and municipal employees. His company, Stark Financial Group, creates plans that take into account the entirety of his client's financial situation. Sean's goal is to provide easy-to-understand language and services that will help his clients reach their financial goals. Prior to his career in financial services, Sean was a registered nurse for 10 years. During this time, he managed Orthopedics and specialized in Cardiovascular Thoracic Surgery. In 2017, he joined ABMM Financial and now provides retirement planning services in the public school sector. Sean is passionate about helping people achieve financial health. His experience in physical health allows him to bring a servant's heart to the field of financial services. He started on his own investment portfolio and eventually began helping friends and family with theirs. His practice has since grown to serve the needs of state and municipal employees.

Sean Shaughnessey - COUNTRY Financial representative

As a Sean Shaughnessey - COUNTRY Financial representative, I am passionate about helping my clients achieve their financial security goals. My mission is to understand the unique needs of each individual and then offer products and services that can protect what matters most to them today, and help them build a plan for a brighter tomorrow. I have a team of experienced advisors who are highly knowledgeable in insurance and financial services, so we can make sure you have the right coverage and plan for your specific situation. We are committed to providing quality service so you can feel confident in your financial choices.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Edward Jones - Financial Advisor: Michael A Goethals

At Edward Jones - Financial Advisor: Michael A Goethals, we strive to provide clients with the best possible financial planning services. Our mission is to help clients achieve their long-term financial goals through our comprehensive range of products and services. We specialize in investments, mutual funds, retirement planning services, financial planning consulting, financial services, investment advisory services, annuities, retirement insurance plans, investment securities, stock and bond brokers, financial planners, investment management, financing consultants, pension and profit sharing plans, and stock and bond transfer agents. Our team of experienced advisors are dedicated to providing personalized advice and guidance, tailored to each client's individual needs. We understand that every investor has different goals and objectives, and we strive to help them make the most of their money. With a wide array of investment options and strategies, we can create a customized plan that takes into account current market conditions, your personal situation, and your long-term goals.

Edward Jones - Financial Advisor: Kagan C Wolfe

Edward Jones - Financial Advisor: Kagan C Wolfe offers a wide range of financial services to clients across the country. Our mission is to help people achieve their long-term financial goals by providing sound advice, personalized service and quality investments. We specialize in investments, mutual funds, retirement planning services, financial planning consultants, financial services, investment advisory service, annuities and retirement insurance plans, investment securities, stock & bond brokers, financial planners, investment management, financing consultants, pension & profit sharing plans and stock & bond transfer agents. Our team of experienced professionals has the knowledge and expertise needed to give clients tailored advice that meets their individual needs. We strive to provide an exceptional customer experience, with personalized service and customized financial solutions to help our clients reach their desired financial goals. Our goal is to make sure our clients are well informed and empowered to make the best decisions for their financial future.