Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
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Edward Jones - Financial Advisor: Andrew J Kocisky
Dear Phillip,
Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family.
Thank you,
Andrew
JB
Janice Burdick
Jul 18, 2018
5.0
Andrew and Suzanne are a great team. I was impressed by their knowledge, professionalism and especially their ability to understand not only what my financial expectations were -but what I had in mind for our family going forward. Personal touch is exceptional!
J
MM
Mike Mastry
Jul 9, 2018
5.0
Over the years Mastry Law has referred several of our estate planning clients to Andrew Kocisky for guidance concerning their financial planning needs. Andrew and his staff are extremely knowledgable, friendly and easy to work with. They take the time to get to know each client on a personal level so their unique concerns and financial planning needs can be addresses in a manner that fits their individual situation and achieves their specific goals.
We've referred clients to Andrew and his team who have several million dollars in assets, those who are just starting to save for the future, and those entering retirement who are concerned about outliving their savings. Without fail, each client that we've referred is very impresses with Mr. Kocisky and thanks us for the referral.
We will continue to refer clients to Andrew Kocisky and we highly recommend speaking with him if you have any financial planning needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Andrew J Kocisky
What services does Edward Jones - Financial Advisor: Andrew J Kocisky offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Andrew J Kocisky located?
The office is located at 150 2nd Ave N, Suite 1780, St Petersburg, FL 33701, USA.
What are the business hours of this Edward Jones office?
They are open Monday through Friday from 8:30 AM to 4:30 PM and are closed on Sundays. Saturdays are available by appointment only.
How can I contact Andrew J Kocisky at Edward Jones?
You can reach them by phone at +1 727-485-0748 or +1 727-350-3394, and via email at andrew.kocisky@edwardjones.com.
Is there an online way to book a consultation with Andrew J Kocisky?
Yes, you can schedule an appointment through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/andrew-kocisky/contact/.
What languages are spoken at this Edward Jones office?
They offer services in English.
Which nearby financial service providers might clients also consider visiting?
Nearby financial service providers include Gustavo E. Saballos, Kim McIntosh Motto Mortgage Advisors, Anthony Canizares at CrossCountry Mortgage, The Wides Group - Morgan Stanley, and Karen Sterk - Morgan Stanley.
Are there real estate agents near Edward Jones in St Petersburg?
Yes, several real estate agents are nearby, such as Chris Crawford, Kayla Biathrow Group, Melissa Sontheimer Group, REMAX Metro Tampa Bay, and Deanna Moore.
What professional services are available near this Edward Jones office?
Clients can find professional services like marketing consulting at Brand Expand and business manufacturing and supply with event photography at Guardian Tampa Bay close by.
How might nearby mortgage brokers benefit clients visiting Edward Jones?
Clients interested in real estate financing can consult nearby mortgage brokers such as Gustavo E. Saballos, Tyler Helm at CrossCountry Mortgage, and Homeowners Financial Group for loans and financing options.