Edward Jones - Financial Advisor: Shawn E Bergstrom - Pensacola, Florida

Edward Jones - Financial Advisor: Shawn E Bergstrom

Location: 2930 Langley Ave Suite A, Pensacola, FL 32504, United States

Phone: 850-969-9695

Website: edwardjones.com

Specialties

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

General Information

Edward Jones - Financial Advisor Shawn E Bergstrom is a highly reputable financial services provider located in Pensacola, Florida. Specializing in financial consulting, finance brokering, investment services, and stock brokering, Shawn and his team offer comprehensive and tailored financial advice to their clients. With a strong emphasis on building strong, personal relationships with their clients, Shawn and his team strive to understand their clients' unique financial goals and help them achieve their dreams.

The location at 2930 Langley Ave Suite A, Pensacola, FL 32504, United States is easily accessible and provides a comfortable environment for clients to discuss their financial needs. The office features wheelchair-accessible facilities, ensuring that it is welcoming to all clients. It is recommended to book an appointment in advance to ensure a smooth and personalized experience.

Reviews

Shawn E Bergstrom and his team at Edward Jones have garnered a strong reputation with a 5/5 average rating based on 27 reviews on Google My Business. Clients appreciate Shawn's dedication to keeping them informed and his honesty about market expectations. Many clients also commend Shawn for his exceptional expertise and personalized approach to financial planning.

Recommendation: For those seeking a reliable and personalized financial advisor, Edward Jones - Financial Advisor Shawn E Bergstrom is highly recommended. With a strong track record of success, a commitment to client satisfaction, and a 5/5 rating, Shawn and his team are well-equipped to help you navigate your financial journey. To learn more or to schedule an appointment, visit their website at edwardjones.com or call 850-969-9695.

👍 Reviews of Edward Jones - Financial Advisor: Shawn E Bergstrom

Dickie R.

5/5

Shawn has been great about keeping us informed and being honest about what we might be able to expect from the market. We were referred to him by a friend and we are glad we have him working on our behalf.

Aleece J.

5/5

Shawn is a fantastic financial advisor. Thanks to his expertise, I always feel well-informed and know my funds are in good hands. On top of this, he prioritizes building rapport and truly makes me feel valued. He consistently goes above and beyond and is someone I would highly recommend to anyone looking for financial guidance.

Elilzabeth H.

5/5

Shawn has been my financial advisor for several years. I have known him for a long time. He provides excellent personal financial advice and service which he customizes for my financial situation. I would recommend Shawn even if you are not resident in the Pensacola area.

Light T.

5/5

Shawn has been great to work with. I was actually with another Edward Jones Agent before being introduced to him and he completely changed my accounts for the better. Not only that I actually understand what is being done with my money and why, which was not the case before Shawn. If you want to have someone help you make the most of your money then Shawn is the man I suggest going to.

cindy T.

5/5

From our first meeting, I was impressed with Shawn's genuine desire to help me plan for financial security and reach my goals. He is professional, organized, knowledgeable, and approachable. He took the time to get to know me before creating a plan that is individual to me. He is always available to answer my questions and he gives me the time to make decisions that feel right for me. Working with Shawn is a pleasure and I would highly recommend him to anyone that is looking for a financial advisor!

Tom A.

5/5

I highly recommend Shawn to anyone looking for a highly-skilled Financial Advisor. Shawn takes the time to understand his clients needs and goals and spends a significant amount of time researching investment vehicles that he recommends to his clients. My experience with his services has exceeded my expectations.

Lynn B.

5/5

Shawn has been my financial advisor for several years now and has not only offered sound and profitable advice but has provided me with a greater understanding of the options that are available to me for my portfolio. He is a pleasure to work with, extremely responsive, always going out of his way when it comes to customer service.

Chris M.

5/5

I have had a great experience with Shawn as my financial adviser. He is very knowledgeable and friendly. He approaches his business in a very professional manner and is always available to talk about my needs and goals. I feel comfortable with Shawn as my adviser knowing he has a proven process in place.