Houston >Edward Jones
Very smart, and personable. She took
the time to learn all the issues surrounding my divorce and division of assets, and was able to explain the options in plain english.
My investments are doing great! Thanks
I've visited this establishment after moving into the neighborhood and wanted to plant "New Money" somewhere safe. This was a very BAD experience for me because I didn't have anyione to help me and the money was just sitting at home under a rug in the form of a cashier check. However, my oldest son was leaving for college in about a year and the other two years, and I was not working and my husband made a low salary. These are factors that a good F/A would take into consideration. However, this F/A advised me to bring 50K, then I could save on fees by bringing in another 60k, which I did, only to find out she is the one that made money on those deposits, When I wrote a complaint and went to visit, she became defensive and would not let me speak. Before I went in a guy from a law firm search her background and found that she had only been an advisor for two years (at that time) and work at home depot prior to that. I deposited 115k, but when I withdrew only got back 74K. I took that to "Chuck" where they ask me many questions and decided I needed to just leave the money safe until my health was better and I could return to work. Im not sure if they made any money from that but I didn't loose any money and several years latter I found out that was the best advice a F/A could give me and next time go with a fiancial planner instead of advisor because they are well trained after their education.
Editorial Review. Full-service investment firm focuses on in-person consultations, with planning and advice on everything from college savings to retirement to increasing personal income.
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