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Edward Jones - Financial Advisor: Geoffrey P Smith
Zero star review.
The receptionist Sarah? Is the worst thing I’ve crossed all week. I reach out via telephone, introduce myself and explained I was interested in learning what the business offers? I use/considered other investment companies, but have never pursued Edward Jones. so needed to reached out. She struggled to find words like she didn’t understand my question. So I asked her again. What does Edward Jones offer? -she replied with a vague response -oh investments. I asked again yes, but what does the business offer? and she HUNG UP on me.
my hope was she would say something attractive. But I assumed she thought I was a robot caller or a scammer.
I decided to go in person and just meet with a financial rep.
Unfortunately Sarah met me at the door. I specially asked for Geoffrey. She told me it was by appointment only, and per our conversation she doesn’t feel I’m a right fit for the branch.
I asked may I ask why. She caimed, she’s the front line, I was rude to her? She also accused me of not answering her questions. Which is not true.
She didn’t answer mine, and she hung up on me?!
Meanwhile I was trying to invest with them.
I’m ok.
It’s too bad for them. I’m considering it a blessing in disguise. I can take my money elsewhere.
But for those needing to know,
she just turned off an awesome client.
My time is valuable and I consider this a negative.
It was all so bazaar. What just happened?
Frequently Asked Questions About Edward Jones - Financial Advisor: Geoffrey P Smith
What services does Edward Jones - Financial Advisor: Geoffrey P Smith provide?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Geoffrey P Smith focus on at Edward Jones?
His specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Geoffrey P Smith?
You can call their main phone number at +1 626-796-9541 or email geoffrey.smith@edwardjones.com to schedule an appointment.
Where is Edward Jones - Financial Advisor: Geoffrey P Smith located?
They are located at 2341 Huntington Dr, San Marino, CA 91108, United States.
Is Edward Jones - Financial Advisor: Geoffrey P Smith currently open?
No, the profile indicates the business is not closed, so it is currently open.
What languages are supported by Geoffrey P Smith at Edward Jones?
Services are provided in English.
Are there any nearby financial services that could complement a visit to Edward Jones?
Yes, Wells Fargo Bank is nearby and offers ATM and banking services which might be useful before or after your meeting.
What other nearby businesses could I visit in San Marino around Edward Jones?
Nearby options include Glow Dance & Fitness and San Marino Athletic Club for fitness, and several real estate agents like Yvonne Chien & Jennifer Tang if you're interested in property matters.
How can I learn more about IRAs recommended by Edward Jones?
You can learn more about IRAs on the official Edward Jones site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
How can I access Edward Jones mobile apps for easier investing?
Edward Jones offers Android and iOS apps. You can download them from the Google Play Store and Apple App Store using their respective links.