Edward Jones - Financial Advisor: Peter A Zeman

4.8
5 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: Peter A Zeman
3145 E Mullan Ave, Post Falls, ID
83854, United States

Hours

Reviews

4.8
5 reviews
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  • EL
    Ed L
    Mar 27, 2024
    5.0
    I've read most of the Edwards Jones reviews and I have yet to experience any of the negative comments. I'm a very long time investor (since college) and have been retired now for nearly a decade. I was with Morgan Stanley forever it seems but when my broker retired, I had to find someone I could trust with our retirement funds. I went to Merrill Lynch in Spokane and man was that a HUGE mistake. They were the worst advisors interested only in their fee. No lie but virtually every model they put me in I lost money!! I found Edward Jones after doing my due diligence and talked with Peter and determined why not give him a shot. Absolutely no regrets!! Been with Peter now since November 2023 and his selection of investment has proven so far to be fantastic. Cathy, his office administrator is a joy to work with, cheerful and positive! Doesn't matter how much or how little you have, Peter will treat you like you're the most important client he has!! Praying and hoping the positivity of the past several months will continue on until my wife and I are long gone and our kids can enjoy the fruits of our investments!!
  • BT
    Ben T
    Aug 25, 2023
    5.0
    Peter has been an excellent financial advisor! I've been using him since I sold my mobile home 2 years ago, and he's done an excellent job helping me invest the sale money. He's extremely friendly, and always has your best interest in mind. Whenever I have a question or need clarification about anything, he is always more than happy to help, and takes time to make sure I understand it properly. Cathy, his office manager is every friendly as well! I highly recommend him to anyone in need of financial asset management!
  • AP
    angela paules
    Aug 18, 2023
    5.0
    I am impressed with Peter Zelman Edward Jones financial advisor. He is responsive, personable, knowledgeable and caring. 💯 all the attributes I am looking for in a financial professional I want to trust my assets and financial future with. Thank you Peter Zelman and staff for the excellent service you provide!
  • GT
    G T
    Aug 10, 2023
    5.0
    Peter is hands down the best financial adviser we have ever had. Over twenty years of having various advisers, he's ranks at the top. His knowledge, service and work ethic is outstanding. It's important to have someone that you can trust especially when the markets can be so volatile at times. You can trust Peter and Cathy his office manager. Between Peter and Cathy, you'll be in good hands. I strongly recommend them!!!!

Frequently Asked Questions About Edward Jones - Financial Advisor: Peter A Zeman

What personalized investment services does Edward Jones offered by Peter A Zeman provide?

They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising tailored to individual client needs.

What are the regular business hours of Edward Jones - Financial Advisor: Peter A Zeman?

The office is open Monday to Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 2:00 PM, and closed on Saturdays and Sundays. Saturdays are available by appointment only.