Edward Jones - Financial Advisor: David A Nako

1.0
1 review

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: David A Nako
733 Bishop St, Honolulu, HI
96813, United States

Reviews

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  • LL
    LC
    Apr 25, 2025
    1.0
    Worst retirement financial planning. Never discussed best steps to roll Trad. iRA into Roth or 401K’s into Roth years before retiring to not pay the highest taxes on RMD’s, limiting your Roth IRA contributions,, etc. None of these strategies were ever discussed over more than a decade. Now, we find out too late due to his incompetence. What the hell were we paying you for! Just to make money from our money???? He should know all this since he’s planning his retirement now, also! All we got was “you’re doing fine” which we find out too late, “THAT WE ARE NOT DOING FINE”. We are way behind for this transition and running out of time. To think we trusted him all these years. Extremely disappointed. Avoid him and any advice he gives at all costs

Frequently Asked Questions About Edward Jones - Financial Advisor: David A Nako

What services does Edward Jones - Financial Advisor: David A Nako offer?

Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.

Where is Edward Jones - Financial Advisor: David A Nako located?

The office is located at 733 Bishop St, Suite 2525, Honolulu, HI 96813, United States.