Edward Jones
Categories:
Investments, Financial Planners, Securities, Stocks & Bonds, Other Financial Services
Investments, Financial Planners, Securities, Stocks & Bonds, Other Financial Services
At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term.
Solid Advice, never pushy
by Amy M.
My family has been using Duane Covey for the past several years now to help us manage our portfolio. We're pretty conservative in our risk-taking, focused on the long term, and he has always given us solid, practical advice that has served us well even in the recent economy. I've never felt pushed into making (or selling) any investment, yet he does give advice rather than just give us a bunch of info and say "it's up to you," which I've experienced with other advisors. Highly recommended.
Posted 10/02/09 | Report Abuse
Was this review helpful to you?
Wouldn't return my phone call
by
Red f.
|
Insider Expert
| Rank: 4,185
I thought that when it was time to find a financial advisor that it would not be a challenge. I figured that there were plenty of advisors looking for my business.
I filled out a response card at a local show in Seattle and then I followed up with a phone call and an email, but I received a reply from Edward Jones. Perhaps I didn't fit the profile they needed or perhaps they were too busy to take a new customer, but a return phone call would have been nice.
I wouldn't recommend them but perhaps they will work for you.
PROS: They seem have a good portfolio of services
CONS: They didn't seem to care for my business
Posted 08/09/06 | Report Abuse
Was this review helpful to you?