Reviews
5.01 Reviews
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Dale R.
Sep 2009
Financial Planning
After my mother passed away in 2005 I needed someone to help me reinvest her account holdings and keep tax issues in mind. Trey Johnson has helped explain my options and taken the time to find out my short and long term financial goals. Trey continues to monitor my accounts and do an annual review to make any adjustments needed based on economic factors. He even advises me on holdings in my employers 457 account I contribute in. I was having a difficult time getting a clear answer from another financial institution and Trey took the time to have me come in and make a conference call so he could get specific and detailed answers which he could explain to me.
Licensing
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FAQ
Edward Jones is currently rated 5.0 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.