Edward Jones - Financial Advisor: Lana G Sullivan - Salem, Indiana

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Introduction to Lana G Sullivan – Your Trusted Financial Partner

For individuals and families seeking sound financial guidance, Edward Jones is a respected name. Lana G Sullivan serves as a Financial Advisor at the Salem, Indiana branch, dedicated to helping clients achieve their long-term financial goals. Located at 17 Public Square, Salem, IN 47167, Lana’s approach centers on building lasting relationships and providing personalized service. Her firm’s commitment to a client-first philosophy is evident in every interaction.

About Lana G Sullivan

Lana’s role extends beyond simply executing trades; she’s a Financial Consultant who takes the time to understand her clients' unique circumstances, risk tolerance, and aspirations. She operates as a Finance Broker and Investment Service provider, offering a comprehensive suite of solutions including Stock Broker services. Lana’s expertise encompasses retirement planning, investment management, estate planning considerations, and education funding – covering a broad spectrum of financial needs. She consistently demonstrates a deep understanding of market dynamics and adapts strategies to align with evolving client objectives.

Location and Accessibility

The Salem branch, situated at 17 Public Square, offers a convenient and professional environment. It’s easily accessible, featuring wheelchair accessible parking lot and an accessible entrance. Inside, you’ll find a comfortable space and amenities, including a restroom, ensuring a pleasant experience for all clients. Appointments are highly recommended to allow Lana dedicated time to discuss your specific needs and goals.

Key Services & Specializations

• Investment Management: Lana develops and manages customized investment portfolios designed to meet individual goals and risk profiles.
• Retirement Planning: She assists clients in planning for a secure and comfortable retirement, considering factors like income needs, healthcare costs, and legacy planning.
• Education Funding: Lana provides guidance on saving and investing for children’s education, exploring options like 529 plans and other college savings vehicles.
• Estate Planning Considerations: She understands the importance of estate planning and can connect clients with qualified professionals to address this critical aspect of their financial wellbeing.

Client Feedback & Reputation

Edward Jones consistently receives positive feedback regarding its commitment to client service and the expertise of its advisors. The Salem branch, in particular, appears to foster a strong sense of trust and reliability. The feedback suggests a dedication to providing a great place to take care of all your investment needs. The firm's approach seems focused on long-term partnership and proactive communication. A recent review platform indicates an impressive average opinion of 5/5, reflecting a high level of client satisfaction.

Contact Information & Further Resources

Phone: 28834757

Website: edwardjones.com

Recommendation

For individuals seeking a trustworthy and knowledgeable financial advisor in the Salem, Indiana area, Lana G Sullivan at Edward Jones is an excellent choice. Her dedication to personalized service, combined with her expertise in a wide range of financial areas, makes her a valuable resource for achieving your financial aspirations. We highly encourage potential clients to visit the Edward Jones website at edwardjones.com to schedule an appointment and discuss your specific needs.

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👍 Reviews of Edward Jones - Financial Advisor: Lana G Sullivan

Matthew M.

5/5

Great place to take care of all your investment needs.