Edward Jones - Financial Advisor: Sean M Bradshaw, CFP

Allison G. _{on Yelp}

Oct 15th, 2019

I've been working with Sean and his team (Cheryl primarily) for over five years, and I couldn't be happier.When I began looking for someone to help me with investments and other financial services, I had a (long) but relatively basic list of criteria:Is this person:- Smart? (knowledgeable about the services they're offering, including a basic understanding of simple tax laws/implications from investment decisions)- Trustworthy?- Communicative?- Likable?- Humble?- Passionate about gaining financial freedom?- Equally as determined to help me accomplish (and exceed) my financial goals?- Dedicated to their business/their firm?Sean embodies all of these qualities, and that hasn't changed since the day I switched to him from my previous Financial Advisor. Outside of the incredible gains my money has made, I genuinely LIKE Sean. He's warm and personable and although very busy, never too busy to make time for any client who needs it. He learns what the right level of communication is for each of his clients and follows their lead in a truly exceptional way. Lastly, since switching to Sean, I've moved to California and could easily pick a new Financial Advisor. But unless something completely crazy happens, I won't. In fact, not only have I've kept my money with him, but I've increased my contributions due to the level of satisfaction I've experienced with him and his office staff.If you're considering working with a Financial Advisor but aren't sure where to start, or you have questions about how it could benefit you or your family, I would HIGHLY recommend Sean.