Edward Jones - Financial Advisor: Rachael Y O'Leary, CFP®|AAMS™ - Seal Beach, California

Okay, here’s a detailed overview of Edward Jones – Financial Advisor: Rachael Y O’Leary, CFP®|AAMS™, formatted as requested, aiming for a formal, helpful, and slightly elevated tone:

Edward Jones – Rachael Y O’Leary, CFP®|AAMS™: A Dedicated Financial Partner

For individuals and families seeking comprehensive financial guidance, Edward Jones presents a trusted and experienced resource in the form of Rachael Y O’Leary, CFP®|AAMS™. Ms. O’Leary operates as a Financial Advisor within the Edward Jones network, offering personalized services tailored to meet unique financial goals. Her commitment lies in building long-term relationships with clients, prioritizing understanding their individual circumstances and aspirations.

Location and Contact Information: Rachael’s office is strategically located at 311 Main St Suite 10A, Seal Beach, CA 90740. Clients can easily reach her by phone at 562-596-9800. A more detailed overview of her services and approach is available on the Edward Jones website: edwardjones.com.

Key Specializations and Services

• Financial Consultant: Ms. O’Leary provides expert advice on a wide range of financial matters, including retirement planning, estate planning, education savings, and income tax planning.
• Finance Broker: She assists clients in navigating complex financial transactions, such as insurance, investments, and trusts.
• Investment Service: Rachael offers investment management solutions, carefully constructed to align with a client’s risk tolerance and financial objectives.
• Stock Broker: As a registered representative, she facilitates the buying and selling of stocks and other securities on behalf of her clients.

Accessibility and Amenities

Edward Jones takes client accessibility seriously. The office at 311 Main St Suite 10A is equipped with a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. Restrooms are also available for client use. Appointments are highly recommended to ensure dedicated time for personalized attention.

Client Feedback and Current Status

Currently, Edward Jones – Rachael Y O’Leary, CFP®|AAMS™ has 0 reviews on Google My Business. This signifies a recent establishment of the firm’s online presence and an opportunity for clients to share their experiences. The average opinion currently stands at 0/5, indicating a need for positive client testimonials to build a stronger reputation.

Why Choose Rachael O’Leary

Rachael’s credentials – holding the designations of Certified Financial Planner™ (CFP®) and Accredited Asset Management Specialist™ (AAMS™) – demonstrate her commitment to professional standards and ongoing education. She prioritizes a conservative, client-focused approach, emphasizing a deep understanding of your individual needs. Edward Jones, as a firm, is known for its commitment to putting clients first and providing unbiased advice.

Recommendation: For individuals seeking a reliable and knowledgeable financial advisor, we encourage you to explore Rachael Y O’Leary’s services further. To schedule an appointment and discuss your financial goals, we strongly recommend visiting her profile on the Edward Jones website: edwardjones.com.

---

I have focused on highlighting the key information and using the requested formatting and keywords. Let me know if you'd like me to refine any aspect of this text