Edward Jones - Financial Advisor: Judson Bell, CFP®

3.7
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: Judson Bell, CFP®
4670 Yadkinville Rd, Pfafftown, NC
27040, United States

Hours

Reviews

3.7
3 reviews
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  • SB
    Shannon Brown
    Mar 9, 2023
    1.0
    Not being well educated and not experienced in the investment of stocks and such I trusted my funds with this particular location of Edward Jones. I even took up the offer of transfering my life insurance policy I had with a previous company for over 20 years, based on Judson's suggestion. After the process was complete I lost over $3k. If I was told of that information upfront from the very beginging, I would have not done such. I felt taken advangate of. I may not have a huge amount of money in investments but I definately do not like loosing 3k when it was avoidable. Maybe I have should done further consulting, but if you trust a company and the person investing your other funds, one would think they shouldn't have to do further consulting. Needless to say, all my business has been moved from this company. One other thing, please compare Edward Jones's fees compareed to other investment companies. It can save you more money! Good luck with your jouney.

Frequently Asked Questions About Edward Jones - Financial Advisor: Judson Bell, CFP®

What services does Edward Jones - Financial Advisor: Judson Bell offer?

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

Where is Edward Jones - Financial Advisor: Judson Bell located?

Our office is located at 4670 Yadkinville Rd, Ste A, Pfafftown, NC 27040, USA.