Reviews
1.01 Reviews
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Showing 1-1 of 1 reviews
Cyndi R.
Mar 2011
Financial Planning
He was unaware of what was going on with my account so he called me in to clarify what was expected On my first meeting he did not give me a good feeling. Told him I was taking money from a untaxed and moving it into a taxed ira . He asked how much and i told him the amount and that i had my taxes set up to cover that amount so that i would not end up in debt to the irs. He asked if I knew if it had been converted already for the year I said i did not know he would have to look back in the records. Well Long story short he never checked , moved to much . And now i owe 2900.00 to the irs Thanks Dale.
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FAQ
EDWARD JONES is currently rated 1.0 overall out of 5.
No, EDWARD JONES does not offer free project estimates.
No, EDWARD JONES does not offer eco-friendly accreditations.
No, EDWARD JONES does not offer a senior discount.
No, EDWARD JONES does not offer emergency services.
No, EDWARD JONES does not offer warranties.