Edward Jones - Financial Advisor: David McNeely, CEPA®|AAMS®

5.0
1 review
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Business Details

6819 Crumpler Blvd, Olive Branch, MS
38654, United States
(662) 890-5688
https://www.edwardjones.com/us-en/financial-advisor/david-mcneely
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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 McNeely, CEPA®|AAMS®
6819 Crumpler Blvd, Olive Branch, MS
38654, United States

Hours

Reviews

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  • MM
    Melissa McDuffy
    Jan 30, 2019
    5.0
    I walked in without an appointment, concerned about my retirement plan that's not with edward jones. I was ready to switch and convinced that's what I needed to do. I was promptly greeted and talked to by very pleasant secretary. David also came out and talked to me between his appointments. I was given an appointment. On my appointment later that week David reviewed my account, showed me market stats and helped me understand what was happening with my account. He made a fair and impartial advise to keep my account with the current company because of the benefit of no cost to me and the stats showing they did better than was expected this year. He never pushed for me to switch to edward jones nor did he ever seem like he had any interest other than helping me. This man has integrity and that goes to say alot. I left the office with clearer understanding, peace of mind and absolutely impressed with David and his secretary. If you want a financial manager you can trust and depend on to always keep your best interests first this is the guy!
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Frequently Asked Questions About Edward Jones - Financial Advisor: David McNeely, CEPA®|AAMS®

What types of financial services does Edward Jones - Financial Advisor: David McNeely, CEPA®|AAMS® offer?

The firm offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, investment management, and tailored financial advice through face-to-face consultations.

Where is Edward Jones - Financial Advisor: David McNeely, CEPA®|AAMS® located?

The office is located at 6819 Crumpler Blvd, Suite 301, Olive Branch, MS 38654, United States.