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    F5 Financial

    5.0 (5 reviews)
    Closed 8:00 am - 5:00 pm

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    Services - F5 Financial

    Estate planning

    Inheritance planning

    Insurance planning

    1 More Service

    Investment management

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    4 months ago

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    Curt S.

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    3 years ago

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    Edward Jones - Financial Advisor: Sean M Bradshaw

    Edward Jones - Financial Advisor: Sean M Bradshaw

    (1 review)

    I've been working with Sean and his team (Cheryl primarily) for over five years, and I couldn't be…read morehappier. 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.

    From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

    Ameriprise Financial Advisors

    Ameriprise Financial Advisors

    (2 reviews)

    There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

    Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.

    F5 Financial - financialadvising - Updated May 2026

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