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Reviews

JL
Jeanne L.

06/08/2016

Provided by YP.com

I used to have Noah, then Andrew. Andrew had been very helpful, explains the confusing world of finances in terms lay persons can understand and took calls and emails at all hours.



So we decided to move with him. It took Brad and Edward Jones almost TWO years to get some of the accounts transferred, but that isn't my main issue. What really upset me was Brad constantly calling to keep our account even after we said NO.

Brad then went on to say "Andrew left under a cloud of suspicion" and "there was talk about his dealings." Plus he went on to say he was a lifer Marine and it would be in our best interest to stay.



Well,



1) I don't know of any Financial Officers in the Marines

2) I've never heard another Marine denigrate and besmirch another Marines reputation

3) I've never been so pressured by a Financial Advisor



All in all, I would avoid someone ESPECIALLY a Financial Advisor who try's to cast a FELLOW MARINES reputation in doubt.

More Business Info

Hours
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Neighborhood
Aquia Park Condominiums
Categories
Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
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