Edward Jones - Financial Advisor: Alicia R Oglesby

4.3
6 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Alicia R Oglesby
216 W Sand Bank Rd, Columbia, IL
62236, United States

Hours

Reviews

4.3
6 reviews
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  • PS
    Paytin Sullivan
    Apr 19, 2025
    5.0
    Kassie is absolutely amazing! From the first time I spoke with her, she made me feel comfortable, informed, and truly cared for. She’s incredibly knowledgeable, always patient with my questions, and explains things in a way that’s easy to understand. I’ve never felt rushed or overwhelmed—she genuinely takes the time to make sure everything is clear. It’s so reassuring to have someone like Kassie in my corner when it comes to something as important as finances.
  • AS
    Alicia Schoenhoff
    Apr 19, 2025
    5.0
    Alicia and Kassie really understand the market volatility and always make me feel at ease with my investments. They are constantly making sure my financial retirement goals are on track. Thank you Kassie and Alicia!
  • MN
    Mitchell Nolan
    Apr 19, 2025
    5.0
    I’ve had the pleasure of working with Kassie through my financial advisor’s office, and she has been absolutely fantastic. She’s always prompt, professional, and incredibly helpful—whether it’s answering questions, handling paperwork, or simply making sure everything runs smoothly. Her attention to detail and friendly attitude make a big difference. It’s clear she cares about the clients and takes pride in her work. Thanks, Kassie, for making the process so much easier and more pleasant!
  • DW
    Diann Wensing
    Jan 10, 2025
    5.0
    We love working with Alicia. She is very professional and informative. Alisha always provides us with the pros and cons of investment questions.
  • ED
    Emily Devore
    Feb 26, 2024
    1.0
    A long written complaint has been filed per Edward Jones corporate and sent to the board. Alicia, attended the funeral of my father Sherman Alexander. The moment she walked in she approached my husband and I and began to question as to whether or not we had called her office. When refusing to speak to her she said, just so you know I can only talk to the people that are the executors on the account. At this point we told her that it did not matter, that this was not the venue to discuss these things and that everything would be heard through probate court. After this, she began to smile and laugh and put her hand on my lap as she stood in front of me, and say "Oh honey, you can't contest anything, the money is clean." To which we responded, please leave us alone, what are you even doing here, this is very unprofessional? To which she responded that she was best friends with Julie, who is the executor. After reiterating that there is no way that we can do anything in court, and touching me a few more times in a passive aggressive manner she walks up to Julie, who she said was her best friend and begins to whisper in her ear and point at us and talk about us. Meanwhile, I'm crying this whole time because my dad just passed away. I am very hurt by this and disturbed all at the same time. I have contacted and hired a lawyer and intended to pursue legal action.

Frequently Asked Questions About Edward Jones - Financial Advisor: Alicia R Oglesby

What services does Edward Jones financial advisor Alicia R Oglesby offer?

Alicia R Oglesby provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising.

Where is Edward Jones financial advisor Alicia R Oglesby's office located?

The office is located at 216 W Sand Bank Rd, Suite 5, Columbia, IL 62236, US.