Edward Jones - Financial Advisor: Andrew J Kocisky

5.0
3 reviews

About

Investment Service
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

Location

Edward Jones - Financial Advisor: Andrew J Kocisky
150 2nd Ave N, St Petersburg, FL
33701, United States

Hours

Reviews

5.0
3 reviews
5 stars
3
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • AK
    Andrew Kocisky
    Dec 11, 2019
    5.0
    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.