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Details

Making Sense of Investing

General Info

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Contact Info

Phone:

Main - 317-846-9730

Address:
7509 Westfield Blvd Indianapolis, IN 46240
Email:

Reviews

3
1 Reviews
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anonymous

12/10/14

3.0

I doubt Edward Jones will allow this factual review to remain. Nate is a likable guy. He knocked on my door at the 3900 block of Kostner Street with a plan. As we were in the process of selling our home of over 15 years in the Old Irving neighborhood, I was interested in what an investor had to offer. Almost all of our savings and equity were in the home. After 15+ years of major improvements and extra principal payments on our mortgage, we were planning a move. The sale proceeded, we were left with over $350,000 to purchase another home. We trusted Nate with the amount, hoping for a modest 5% increase. It took almost one year to locate a replacement home. The $350 became $325. At the end of the year, we had to pay the IRS $1500 for "dividends" which were actual re-investments (losses) within the acct. 2 years later the IRS stated we owed more when each of the EJ re-investments occurred. Overall, the acct lost over 8%. Please investigate your investment options. Experience matters.

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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
Services / Products
Advisors Financial Advisor Funds Investment Investment Management Investment Managers Stock & Bond Broker Stocks & Bonds
Payment Options
company card, visa
Brands
Indianapolis Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker
Neighborhood
North Central
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