Edward Jones - Financial Advisor: Duane J Covey

★★★★☆

About Edward Jones - Financial Advisor: Duane J Covey

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  • Finance
  • Investments
  • Annuities
  • Investment Advice
  • Financial Planners
  • Securities
  • Stocks & Bonds
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  • Other Financial Services
Details
  • Retirement Planning

Finance

Finance
More choices in Seattle:
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Chase Bank

1417 Queen Anne Ave N Seattle, WA

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Chase Bank

520 NE Northgate Way Seattle, WA

3.5 2
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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.

5
★★★★★

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.

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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

2
★★☆☆☆

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

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